U.S. Capital Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

U.S. Capital Wealth Advisors’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	$1.1M	Buy	7,739 +1,344	+21%	+$200K	0.03%	486
2025 Q4	$951K	Buy	6,395 +394	+7%	+$58.1K	0.02%	507
2025 Q3	$874K	Buy	6,001 +3	+0.1%	+$421	0.02%	500
2025 Q2	$810K	Sell	5,998 -119	-2%	-$14.8K	0.02%	479
2025 Q1	$746K	Sell	6,117 -863	-12%	-$111K	0.02%	493
2024 Q4	$898K	Buy	6,980 +850	+14%	+$110K	0.03%	443
2024 Q3	$770K	Buy	+6,130	New	+$742K	0.03%	388
2024 Q1	–	Sell	-2,081	Closed	-$219K	–	691
2023 Q4	$219K	Buy	+2,081	New	+$204K	0.01%	615
2023 Q1	–	Sell	-914	Closed	-$77.5K	–	1075
2022 Q4	$77.5K	Buy	+914	New	+$78K	﹤0.01%	777
2022 Q1	–	Sell	-27,327	Closed	-$2.92M	–	727
2021 Q4	$2.92M	Buy	+27,327	New	+$2.86M	0.12%	192

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

U.S. Capital Wealth Advisors's ITOT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 21% in Q1 2026, buying an estimated $200K and bringing the position to 7,739 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #486.

U.S. Capital Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.92M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

U.S. Capital Wealth Advisors held 7,739 shares of iShares Core S&P Total US Stock Market ETF worth $1.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,344 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $200K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #486 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.92M in Q4 2021.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.