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

Visionary Wealth 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 		$1.46M Sell
10,228
-312
-3% -$46.4K 0.06% 225
2025
Q4 		$1.57M Sell
10,540
-72
-0.7% -$10.6K 0.07% 223
2025
Q3 		$1.55M Buy
10,612
+41
+0.4% +$5.75K 0.07% 227
2025
Q2 		$1.43M Sell
10,571
-53
-0.5% -$6.61K 0.07% 231
2025
Q1 		$1.3M Buy
10,624
+769
+8% +$99.1K 0.08% 225
2024
Q4 		$1.27M Buy
9,855
+64
+0.7% +$8.29K 0.07% 224
2024
Q3 		$1.23M Buy
9,791
+644
+7% +$78K 0.07% 228
2024
Q2 		$1.09M Buy
9,147
+1,157
+14% +$133K 0.07% 233
2024
Q1 		$921K Buy
7,990
+954
+14% +$105K 0.06% 242
2023
Q4 		$740K Buy
7,036
+18
+0.3% +$1.76K 0.05% 261
2023
Q3 		$661K Sell
7,018
-46
-0.7% -$4.52K 0.05% 254
2023
Q2 		$691K Buy
7,064
+82
+1% +$7.58K 0.06% 249
2023
Q1 		$632K Sell
6,982
-335
-5% -$29.7K 0.05% 250
2022
Q4 		$620K Sell
7,317
-494
-6% -$42.2K 0.06% 214
2022
Q3 		$621K Buy
7,811
+721
+10% +$63.7K 0.06% 199
2022
Q2 		$594K Buy
7,090
+249
+4% +$22.7K 0.05% 220
2022
Q1 		$691K Buy
6,841
+1,585
+30% +$158K 0.06% 209
2021
Q4 		$562K Buy
5,256
+353
+7% +$36.9K 0.05% 215
2021
Q3 		$482K Buy
4,903
+1,191
+32% +$120K 0.05% 189
2021
Q2 		$367K Buy
3,712
+317
+9% +$30.5K 0.04% 244
2021
Q1 		$311K Buy
3,395
+212
+7% +$19K 0.03% 247
2020
Q4 		$274K Buy
3,183
+81
+3% +$6.56K 0.03% 246
2020
Q3 		$234K Sell
3,102
-707
-19% -$52.8K 0.03% 224
2020
Q2 		$264K Sell
3,809
-87
-2% -$5.69K 0.04% 187
2020
Q1 		$222K Buy
+3,896
New +$267K 0.04% 181

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

Visionary Wealth Advisors's ITOT Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3% in Q1 2026, selling an estimated $46.4K and leaving 10,228 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #225.

Visionary Wealth Advisors first reported a position in ITOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.57M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Visionary Wealth Advisors held 10,228 shares of iShares Core S&P Total US Stock Market ETF worth $1.46M as of Q1 2026.
  • Visionary Wealth Advisors sold 312 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $46.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q1 2026, its #225 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.57M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.