Vericrest Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Vericrest Private Wealth’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	$4.12M	Buy	28,961 +1,443	+5%	+$215K	3.7%	9
2025 Q4	$4.09M	Buy	+27,518	New	+$4.06M	3.64%	8
2022 Q2	$2.48M	Sell	29,641 -361	-1%	-$32.9K	3.05%	15
2022 Q1	$3.03M	Sell	30,002 -1,351	-4%	-$135K	3.15%	12
2021 Q4	$3.35M	Buy	+31,353	New	+$3.28M	3.11%	11

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

Vericrest Private Wealth's ITOT Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q1 2026, buying an estimated $215K and bringing the position to 28,961 shares worth $4.12M. The position accounts for 3.7% of the portfolio, ranked #9.

Vericrest Private Wealth first reported a position in ITOT in Q4 2021 and has held it in 5 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Vericrest Private Wealth held 28,961 shares of iShares Core S&P Total US Stock Market ETF worth $4.12M as of Q1 2026.
Vericrest Private Wealth bought 1,443 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $215K.
iShares Core S&P Total US Stock Market ETF made up 3.7% of Vericrest Private Wealth's portfolio in Q1 2026, its #9 holding.
Vericrest Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.