UP Strategic Wealth Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

UP Strategic Wealth Investment 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	$5.26M	Sell	32,902 -270	-0.8%	-$40.1K	3.32%	7
2025 Q4	$5.01M	Hold	33,172	–	–	3.64%	7
2025 Q3	$4.83M	Hold	33,172	–	–	3.62%	7
2025 Q2	$4.48M	Hold	33,172	–	–	3.49%	9
2025 Q1	$4.05M	Hold	33,172	–	–	3.6%	8
2024 Q4	$4.27M	Hold	33,172	–	–	4.27%	7
2024 Q3	$4.17M	Hold	33,172	–	–	4.66%	6
2024 Q2	$3.94M	Hold	33,172	–	–	5.97%	4
2024 Q1	$3.82M	Sell	33,172 -730	-2%	-$80.1K	6.26%	4
2023 Q4	$3.57M	Buy	+33,902	New	+$3.32M	6.51%	4

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

UP Strategic Wealth Investment Advisors's ITOT Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.81% in Q1 2026, selling an estimated $40.1K and leaving 32,902 shares worth $5.26M. The position accounts for 3.32% of the portfolio, ranked #7.

UP Strategic Wealth Investment Advisors first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

UP Strategic Wealth Investment Advisors held 32,902 shares of iShares Core S&P Total US Stock Market ETF worth $5.26M as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 270 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $40.1K.
iShares Core S&P Total US Stock Market ETF made up 3.32% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #7 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.