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TD Private Client Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TD Private Client Wealth’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 		$3.75M Buy
26,361
+3,267
+14% +$486K 0.08% 167
2025
Q4 		$3.43M Buy
23,094
+4,471
+24% +$660K 0.07% 176
2025
Q3 		$2.71M Buy
18,623
+1,926
+12% +$270K 0.06% 206
2025
Q2 		$2.25M Sell
16,697
-2,687
-14% -$335K 0.06% 222
2025
Q1 		$2.37M Buy
19,384
+2,907
+18% +$375K 0.07% 198
2024
Q4 		$2.12M Buy
16,477
+2,592
+19% +$336K 0.06% 221
2024
Q3 		$1.74M Buy
13,885
+5,154
+59% +$624K 0.05% 266
2024
Q2 		$1.04M Buy
8,731
+2,816
+48% +$323K 0.03% 342
2024
Q1 		$682K Buy
5,915
+3,223
+120% +$353K 0.02% 403
2023
Q4 		$283K Sell
2,692
-656
-20% -$64.3K 0.01% 504
2023
Q3 		$315K Buy
3,348
+71
+2% +$6.98K 0.01% 473
2023
Q2 		$321K Sell
3,277
-360
-10% -$33.3K 0.01% 485
2023
Q1 		$329K Buy
3,637
+166
+5% +$14.7K 0.01% 479
2022
Q4 		$294K Sell
3,471
-412
-11% -$35.2K 0.01% 492
2022
Q3 		$309K Buy
3,883
+773
+25% +$68.3K 0.02% 472
2022
Q2 		$261K Buy
3,110
+2,127
+216% +$194K 0.01% 493
2022
Q1 		$99.2K Buy
983
+752
+326% +$75K ﹤0.01% 639
2021
Q4 		$24.7K Sell
231
-10
-4% -$1.04K ﹤0.01% 835
2021
Q3 		$23.7K Sell
241
-29
-11% -$2.93K ﹤0.01% 835
2021
Q2 		$26.7K Buy
+270
New +$26K ﹤0.01% 820

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

TD Private Client Wealth's ITOT Position: Q1 2026 in Review

TD Private Client Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, buying an estimated $486K and bringing the position to 26,361 shares worth $3.75M. The position accounts for 0.08% of the portfolio, ranked #167.

TD Private Client Wealth first reported a position in ITOT in Q2 2021 and has held it in 20 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • TD Private Client Wealth held 26,361 shares of iShares Core S&P Total US Stock Market ETF worth $3.75M as of Q1 2026.
  • TD Private Client Wealth bought 3,267 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $486K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of TD Private Client Wealth's portfolio in Q1 2026, its #167 holding.
  • TD Private Client Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.