Sutton Place Investors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sutton Place Investors’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	$6.09M	Sell	42,769 -302	-0.7%	-$44.9K	3.33%	7
2025 Q4	$6.4M	Sell	43,071 -50	-0.1%	-$7.38K	3.52%	7
2025 Q3	$6.28M	Buy	43,121 +76	+0.2%	+$10.7K	3.58%	7
2025 Q2	$5.81M	Sell	43,045 -107	-0.2%	-$13.4K	3.5%	7
2025 Q1	$5.27M	Buy	43,152 +241	+0.6%	+$31.1K	3.54%	7
2024 Q4	$5.52M	Hold	42,911	–	–	3.2%	7
2024 Q3	$5.39M	Sell	42,911 -574	-1%	-$69.5K	3.29%	6
2024 Q2	$5.17M	Buy	43,485 +3,107	+8%	+$357K	3.44%	6
2024 Q1	$4.66M	Sell	40,378 -1,248	-3%	-$137K	2.3%	9
2023 Q4	$4.38M	Sell	41,626 -1,437	-3%	-$141K	3.17%	4
2023 Q3	$4.06M	Sell	43,063 -5,112	-11%	-$502K	5.28%	5
2023 Q2	$4.71M	Buy	48,175 +2,227	+5%	+$206K	6.55%	4
2023 Q1	$4.16M	Sell	45,948 -8,843	-16%	-$785K	5.65%	5
2022 Q4	$4.65M	Sell	54,791 -5,186	-9%	-$443K	6.63%	4
2022 Q3	$4.77M	Sell	59,977 -16,314	-21%	-$1.44M	7.23%	2
2022 Q2	$6.39M	Sell	76,291 -2,179	-3%	-$199K	9.3%	1
2022 Q1	$7.46M	Buy	78,470 +3,962	+5%	+$395K	8.91%	1
2021 Q4	$7.97M	Buy	+74,508	New	+$7.79M	9.17%	1

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

Sutton Place Investors's ITOT Position: Q1 2026 in Review

Sutton Place Investors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.7% in Q1 2026, selling an estimated $44.9K and leaving 42,769 shares worth $6.09M. The position accounts for 3.33% of the portfolio, ranked #7.

Sutton Place Investors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.97M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Sutton Place Investors held 42,769 shares of iShares Core S&P Total US Stock Market ETF worth $6.09M as of Q1 2026.
Sutton Place Investors sold 302 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $44.9K.
iShares Core S&P Total US Stock Market ETF made up 3.33% of Sutton Place Investors's portfolio in Q1 2026, its #7 holding.
Sutton Place Investors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Sutton Place Investors's iShares Core S&P Total US Stock Market ETF position peaked at $7.97M in Q4 2021.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.