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

Tradition 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 Q1	–	Sell	-1,385	Closed	-$206K	–	535
2025 Q4	$206K	Buy	1,385 +5	+0.4%	+$738	0.01%	460
2025 Q3	$201K	Buy	+1,380	New	+$194K	0.01%	457
2024 Q1	–	Sell	-959	Closed	-$101K	–	795
2023 Q4	$101K	Buy	959 +1	+0.1%	+$98	0.01%	472
2023 Q3	$90K	Sell	958 -305	-24%	-$30K	0.01%	467
2023 Q2	$124K	Buy	1,263 +288	+30%	+$26.6K	0.01%	409
2023 Q1	$88K	Buy	975 +18	+2%	+$1.6K	0.01%	478
2022 Q4	$81K	Buy	957 +1	+0.1%	+$85	0.01%	420
2022 Q3	$76K	Sell	956 -218	-19%	-$19.3K	0.01%	414
2022 Q2	$98K	Hold	1,174	–	–	0.01%	362
2022 Q1	$119K	Hold	1,174	–	–	0.02%	371
2021 Q4	$126K	Buy	1,174 +827	+238%	+$86.4K	0.02%	358
2021 Q3	$34K	Hold	347	–	–	﹤0.01%	612
2021 Q2	$34K	Buy	+347	New	+$33.4K	0.01%	631
2021 Q1	–	Sell	-20	Closed	-$2K	–	913
2020 Q4	$2K	Buy	+20	New	+$1.62K	﹤0.01%	943

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

Tradition Wealth Management's ITOT Position: Q1 2026 in Review

Tradition Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,385 shares — an estimated $206K sold.

Tradition Wealth Management first reported a position in ITOT in Q4 2020 and held it in 14 quarters. The position peaked at $206K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Tradition Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Tradition Wealth Management sold 1,385 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $206K.
Tradition Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 14 quarters.
Tradition Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $206K in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.