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

TFO Wealth Partners’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 		$4.32M Sell
30,351
-20
-0.1% -$2.97K 0.59% 20
2025
Q4 		$4.52M Buy
30,371
+54
+0.2% +$7.97K 0.68% 17
2025
Q3 		$4.42M Sell
30,317
-15
-0% -$2.1K 0.72% 15
2025
Q2 		$4.1M Sell
30,332
-84
-0.3% -$10.5K 0.72% 14
2025
Q1 		$3.71M Buy
+30,416
New +$3.92M 0.74% 15
2024
Q4 		– Sell
-31,219
Closed -$3.92M – 17
2024
Q3 		$3.92M Buy
31,219
+225
+0.7% +$27.2K 0.72% 14
2024
Q2 		$3.68M Sell
30,994
-144
-0.5% -$16.5K 0.72% 12
2024
Q1 		$3.59M Sell
31,138
-127
-0.4% -$13.9K 0.7% 13
2023
Q4 		$3.29M Sell
31,265
-5,358
-15% -$525K 0.67% 13
2023
Q3 		$3.58M Hold
36,623
– – 0.75% 12
2023
Q2 		$3.58M Buy
36,623
+54
+0.1% +$4.99K 0.76% 12
2023
Q1 		$3.31M Buy
36,569
+36,551
+203,061% +$3.25M 0.73% 12
2022
Q4 		$600 Sell
18
-36,685
-100% -$3.13M ﹤0.01% 455
2022
Q3 		$2.92M Buy
36,703
+303
+0.8% +$26.8K 0.73% 14
2022
Q2 		$3.05M Sell
36,400
-674
-2% -$61.4K 0.69% 16
2022
Q1 		$3.74M Sell
37,074
-822
-2% -$82K 0.74% 14
2021
Q4 		$3.97M Sell
37,896
-611
-2% -$63.9K 0.76% 12
2021
Q3 		$3.79M Sell
38,507
-1,182
-3% -$120K 0.75% 12
2021
Q2 		$3.92M Sell
39,689
-3,804
-9% -$366K 0.78% 11
2021
Q1 		$3.98M Buy
43,493
+152
+0.4% +$13.6K 1.2% 9
2020
Q4 		$3.74M Buy
43,341
+1,691
+4% +$137K 1.19% 8
2020
Q3 		$3.14M Sell
41,650
-8,560
-17% -$639K 1.21% 8
2020
Q2 		$3.49M Buy
50,210
+19,209
+62% +$1.26M 1.37% 7
2020
Q1 		$1.77M Buy
31,001
+9,774
+46% +$671K 0.76% 12
2019
Q4 		$1.54M Buy
+21,227
New +$1.48M 1.42% 10

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

TFO Wealth Partners's ITOT Position: Q1 2026 in Review

TFO Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q1 2026, selling an estimated $2.97K and leaving 30,351 shares worth $4.32M. The position accounts for 0.59% of the portfolio, ranked #20.

TFO Wealth Partners first reported a position in ITOT in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.52M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • TFO Wealth Partners held 30,351 shares of iShares Core S&P Total US Stock Market ETF worth $4.32M as of Q1 2026.
  • TFO Wealth Partners sold 20 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.97K.
  • iShares Core S&P Total US Stock Market ETF made up 0.59% of TFO Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • TFO Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • TFO Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $4.52M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.