TCI Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TCI Wealth Advisors’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 Q2	$683K	Hold	4,159	–	–	0.03%	137
2026 Q1	$592K	Buy	+4,159	New	+$618K	0.03%	135
2023 Q2	–	Sell	-583	Closed	-$52.8K	–	1198
2023 Q1	$52.8K	Hold	583	–	–	0.01%	420
2022 Q4	$49.4K	Buy	583 +200	+52%	+$17.1K	0.01%	413
2022 Q3	$30K	Hold	383	–	–	﹤0.01%	516
2022 Q2	$32K	Hold	383	–	–	﹤0.01%	488
2022 Q1	$39K	Hold	383	–	–	0.01%	473
2021 Q4	$41K	Sell	383 -108	-22%	-$11.3K	0.01%	452
2021 Q3	$48K	Buy	491 +108	+28%	+$10.9K	0.01%	436
2021 Q2	$38K	Hold	383	–	–	0.01%	459
2021 Q1	$35K	Hold	383	–	–	0.01%	435
2020 Q4	$33K	Hold	383	–	–	0.01%	403
2020 Q3	$29K	Sell	383 -108	-22%	-$8.06K	0.01%	389
2020 Q2	$34K	Buy	491 +300	+157%	+$19.6K	0.01%	367
2020 Q1	$11K	Hold	191	–	–	0.01%	549
2019 Q4	$14K	Sell	191 -34	-15%	-$2.37K	0.01%	630
2019 Q3	$15K	Hold	225	–	–	0.01%	543
2019 Q2	$15K	Hold	225	–	–	0.01%	530
2019 Q1	$14K	Buy	+225	New	+$14K	0.01%	567
2018 Q1	–	Sell	-1,693	Closed	-$104K	–	1392
2017 Q4	$104K	Buy	1,693 +936	+124%	+$55.8K	0.05%	227
2017 Q3	$44K	Hold	757	–	–	0.02%	334
2017 Q2	$42K	Buy	+757	New	+$41.5K	0.02%	337

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

TCI Wealth Advisors's ITOT Position: Q2 2026 in Review

TCI Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,159 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #137.

TCI Wealth Advisors first reported a position in ITOT in Q2 2017 and has held it in 22 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

TCI Wealth Advisors held 4,159 shares of iShares Core S&P Total US Stock Market ETF worth $683K as of Q2 2026.
TCI Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of TCI Wealth Advisors's portfolio in Q2 2026, its #137 holding.
TCI Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 22 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.