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

Wealth Effects’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	$2.06M	Sell	14,451 -300	-2%	-$44.6K	0.73%	29
2025 Q4	$2.19M	Hold	14,751	–	–	0.69%	26
2025 Q3	$2.15M	Sell	14,751 -194	-1%	-$27.2K	0.69%	29
2025 Q2	$2.02M	Sell	14,945 -91	-0.6%	-$11.4K	0.76%	27
2025 Q1	$1.83M	Sell	15,036 -80	-0.5%	-$10.3K	0.77%	25
2024 Q4	$1.94M	Buy	15,116 +20	+0.1%	+$2.59K	0.69%	29
2024 Q3	$1.9M	Sell	15,096 -655	-4%	-$79.3K	0.66%	31
2024 Q2	$1.87M	Sell	15,751 -138	-0.9%	-$15.8K	0.68%	29
2024 Q1	$1.83M	Sell	15,889 -200	-1%	-$21.9K	0.68%	28
2023 Q4	$1.69M	Sell	16,089 -3,653	-19%	-$358K	0.64%	30
2023 Q3	$1.86M	Buy	19,742 +36	+0.2%	+$3.54K	0.92%	17
2023 Q2	$1.93M	Sell	19,706 -128	-0.6%	-$11.8K	0.85%	16
2023 Q1	$1.8M	Sell	19,834 -90	-0.5%	-$7.99K	0.92%	19
2022 Q4	$1.69M	Buy	+19,924	New	+$1.7M	0.96%	21

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

Wealth Effects's ITOT Position: Q1 2026 in Review

Wealth Effects reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q1 2026, selling an estimated $44.6K and leaving 14,451 shares worth $2.06M. The position accounts for 0.73% of the portfolio, ranked #29.

Wealth Effects first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.19M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Wealth Effects held 14,451 shares of iShares Core S&P Total US Stock Market ETF worth $2.06M as of Q1 2026.
Wealth Effects sold 300 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $44.6K.
iShares Core S&P Total US Stock Market ETF made up 0.73% of Wealth Effects's portfolio in Q1 2026, its #29 holding.
Wealth Effects first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's iShares Core S&P Total US Stock Market ETF position peaked at $2.19M 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 Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.