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

Tranquility 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	$2.65M	Buy	18,612 +416	+2%	+$61.9K	1%	22
2025 Q4	$2.71M	Buy	18,196 +2,324	+15%	+$343K	0.97%	22
2025 Q3	$2.31M	Sell	15,872 -933	-6%	-$131K	0.78%	28
2025 Q2	$2.27M	Buy	16,805 +128	+0.8%	+$16K	0.81%	29
2025 Q1	$2.03M	Buy	16,677 +556	+3%	+$71.7K	0.79%	30
2024 Q4	$2.09M	Sell	16,121 -44	-0.3%	-$5.7K	0.79%	30
2024 Q3	$2.03M	Sell	16,165 -236	-1%	-$28.6K	0.74%	33
2024 Q2	$1.95M	Buy	16,401 +295	+2%	+$33.9K	0.75%	31
2024 Q1	$1.86M	Sell	16,106 -65	-0.4%	-$7.13K	0.72%	34
2023 Q4	$1.7M	Sell	16,171 -2,710	-14%	-$266K	0.71%	36
2023 Q3	$1.78M	Buy	18,881 +305	+2%	+$30K	0.76%	31
2023 Q2	$1.82M	Buy	18,576 +392	+2%	+$36.2K	0.78%	32
2023 Q1	$1.65M	Sell	18,184 -213	-1%	-$18.9K	0.78%	31
2022 Q4	$1.56M	Sell	18,397 -284	-2%	-$24.2K	0.79%	30
2022 Q3	$1.49M	Sell	18,681 -235	-1%	-$20.8K	0.83%	30
2022 Q2	$1.58M	Buy	18,916 +295	+2%	+$26.9K	0.82%	31
2022 Q1	$1.88M	Buy	18,621 +959	+5%	+$95.6K	0.88%	28
2021 Q4	$1.89M	Buy	17,662 +1,175	+7%	+$123K	0.87%	30
2021 Q3	$1.62M	Buy	16,487 +634	+4%	+$64.1K	0.82%	31
2021 Q2	$1.57M	Buy	15,853 +292	+2%	+$28.1K	0.88%	29
2021 Q1	$1.43M	Buy	15,561 +111	+0.7%	+$9.96K	0.89%	28
2020 Q4	$1.33M	Buy	15,450 +372	+2%	+$30.1K	0.94%	25
2020 Q3	$1.14M	Buy	15,078 +2,008	+15%	+$150K	0.97%	27
2020 Q2	$908K	Buy	13,070 +1,895	+17%	+$124K	0.86%	28
2020 Q1	$639K	Buy	11,175 +1,646	+17%	+$113K	0.74%	43
2019 Q4	$693K	Hold	9,529	–	–	0.63%	47
2019 Q3	$639K	Buy	9,529 +219	+2%	+$14.7K	0.68%	45
2019 Q2	$620K	Buy	+9,310	New	+$610K	0.67%	42

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

Tranquility Partners's ITOT Position: Q1 2026 in Review

Tranquility Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.3% in Q1 2026, buying an estimated $61.9K and bringing the position to 18,612 shares worth $2.65M. The position accounts for 1% of the portfolio, ranked #22.

Tranquility Partners first reported a position in ITOT in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.71M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Tranquility Partners held 18,612 shares of iShares Core S&P Total US Stock Market ETF worth $2.65M as of Q1 2026.
Tranquility Partners bought 416 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $61.9K.
iShares Core S&P Total US Stock Market ETF made up 1% of Tranquility Partners's portfolio in Q1 2026, its #22 holding.
Tranquility Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 28 quarters since.
Tranquility Partners's iShares Core S&P Total US Stock Market ETF position peaked at $2.71M 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 Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.