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

TSG Advice 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 		$230K Buy
1,612
+3
+0.2% +$446 0.03% 126
2025
Q4 		$239K Buy
+1,609
New +$237K 0.04% 104

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

TSG Advice Partners's ITOT Position: Q1 2026 in Review

TSG Advice Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.19% in Q1 2026, buying an estimated $446 and bringing the position to 1,612 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #126.

TSG Advice Partners first reported a position in ITOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • TSG Advice Partners held 1,612 shares of iShares Core S&P Total US Stock Market ETF worth $230K as of Q1 2026.
  • TSG Advice Partners bought 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $446.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of TSG Advice Partners's portfolio in Q1 2026, its #126 holding.
  • TSG Advice Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's iShares Core S&P Total US Stock Market ETF position peaked at $239K in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.