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

Thrive Wealth Management’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	$910K	Sell	5,540 -35	-0.6%	-$5.55K	0.12%	84
2026 Q1	$794K	Buy	5,575 +415	+8%	+$61.7K	0.12%	94
2025 Q4	$767K	Buy	5,160 +27	+0.5%	+$3.98K	0.11%	95
2025 Q3	$748K	Buy	5,133 +42	+0.8%	+$5.89K	0.11%	100
2025 Q2	$687K	Buy	5,091 +420	+9%	+$52.4K	0.11%	101
2025 Q1	$570K	Buy	4,671 +37	+0.8%	+$4.77K	0.11%	102
2024 Q4	$596K	Buy	4,634 +27	+0.6%	+$3.5K	0.11%	104
2024 Q3	$579K	Buy	4,607 +21	+0.5%	+$2.54K	0.11%	101
2024 Q2	$545K	Buy	4,586 +390	+9%	+$44.8K	0.11%	100
2024 Q1	$484K	Buy	4,196 +26	+0.6%	+$2.85K	0.1%	110
2023 Q4	$439K	Buy	4,170 +6	+0.1%	+$588	0.1%	112
2023 Q3	$392K	Sell	4,164 -91	-2%	-$8.94K	0.1%	106
2023 Q2	$416K	Sell	4,255 -527	-11%	-$48.7K	0.11%	107
2023 Q1	$433K	Buy	4,782 +227	+5%	+$20.2K	0.11%	108
2022 Q4	$386K	Buy	+4,555	New	+$389K	0.11%	105

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

Thrive Wealth Management's ITOT Position: Q2 2026 in Review

Thrive Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.63% in Q2 2026, selling an estimated $5.55K and leaving 5,540 shares worth $910K. The position accounts for 0.12% of the portfolio, ranked #84.

Thrive Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Thrive Wealth Management held 5,540 shares of iShares Core S&P Total US Stock Market ETF worth $910K as of Q2 2026.
Thrive Wealth Management sold 35 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.55K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Thrive Wealth Management's portfolio in Q2 2026, its #84 holding.
Thrive Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 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 Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.