UBS AM
ITOT icon

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

UBS AM’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 		$2.36M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

UBS AM's ITOT Position: Q1 2026 in Review

UBS AM increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 669% in Q1 2026, buying an estimated $2.14M and bringing the position to 16,553 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

UBS AM first reported a position in ITOT in Q3 2022 and has held it in 3 quarters since. The position peaked at $324M in Q3 2022. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • UBS AM held 16,553 shares of iShares Core S&P Total US Stock Market ETF worth $2.36M as of Q1 2026.
  • UBS AM bought 14,401 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.14M.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1959 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 3 quarters since.
  • UBS AM's iShares Core S&P Total US Stock Market ETF position peaked at $324M in Q3 2022.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.