VestGen Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

VestGen 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	$6.14M	Buy	38,130 +575	+2%	+$85.5K	0.16%	123
2025 Q4	$5.58M	Buy	37,555 +2,037	+6%	+$301K	0.24%	97
2025 Q3	$5.17M	Buy	35,518 +3,347	+10%	+$469K	0.17%	130
2025 Q2	$4.34M	Buy	32,171 +698	+2%	+$87.1K	0.17%	128
2025 Q1	$3.84M	Buy	+31,473	New	+$4.06M	0.17%	123

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

VestGen Advisors's ITOT Position: Q1 2026 in Review

VestGen Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q1 2026, buying an estimated $85.5K and bringing the position to 38,130 shares worth $6.14M. The position accounts for 0.16% of the portfolio, ranked #123.

VestGen Advisors first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

VestGen Advisors held 38,130 shares of iShares Core S&P Total US Stock Market ETF worth $6.14M as of Q1 2026.
VestGen Advisors bought 575 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $85.5K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of VestGen Advisors's portfolio in Q1 2026, its #123 holding.
VestGen Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 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 VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.