Sunpointe’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sunpointe’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Buy	3,359 +8	+0.2%	+$1.19K	0.16%	138
2025 Q4	$498K	Buy	3,351 +516	+18%	+$76.2K	0.17%	135
2025 Q3	$413K	Buy	2,835 +8	+0.3%	+$1.12K	0.15%	143
2025 Q2	$382K	Buy	2,827 +9	+0.3%	+$1.12K	0.15%	140
2025 Q1	$344K	Buy	2,818 +8	+0.3%	+$1.03K	0.18%	108
2024 Q4	$361K	Sell	2,810 -84	-3%	-$10.9K	0.18%	108
2024 Q3	$364K	Sell	2,894 -19,254	-87%	-$2.33M	0.3%	87
2024 Q2	$2.63M	Buy	22,148 +19,273	+670%	+$2.21M	1.71%	12
2024 Q1	$331K	Buy	2,875 +8	+0.3%	+$877	0.37%	86
2023 Q4	$302K	Buy	+2,867	New	+$281K	0.38%	84

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Sunpointe's ITOT Position: Q1 2026 in Review

Sunpointe increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.24% in Q1 2026, buying an estimated $1.19K and bringing the position to 3,359 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #138.

Sunpointe first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.63M in Q2 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Sunpointe held 3,359 shares of iShares Core S&P Total US Stock Market ETF worth $478K as of Q1 2026.
Sunpointe bought 8 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.19K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Sunpointe's portfolio in Q1 2026, its #138 holding.
Sunpointe first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Sunpointe's iShares Core S&P Total US Stock Market ETF position peaked at $2.63M in Q2 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.