UBS AM’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.4M Sell
8,502
-8,051
-49% -$1.28M ﹤0.01% 2217
2026
Q1
$2.36M Buy
16,553
+14,401
+669% +$2.14M ﹤0.01% 1959
2025
Q4
$320K Buy
+2,152
New +$318K ﹤0.01% 2405
2022
Q4
Sell
-4,072,197
Closed -$324M 2636
2022
Q3
$324M Buy
+4,072,197
New +$360M 0.18% 119

Other funds holding ITOT

UBS AM's ITOT Position: Q2 2026 in Review

UBS AM reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 49% in Q2 2026, selling an estimated $1.28M and leaving 8,502 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

UBS AM first reported a position in ITOT in Q3 2022 and has held it in 4 quarters since. The position peaked at $324M in Q3 2022. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • UBS AM held 8,502 shares of iShares Core S&P Total US Stock Market ETF worth $1.4M as of Q2 2026.
  • UBS AM sold 8,051 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.28M.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2217 holding.
  • UBS AM first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 4 quarters since.
  • UBS AM's iShares Core S&P Total US Stock Market ETF position peaked at $324M in Q3 2022.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.