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

Wealth Management Associates’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 		$5.5M Buy
38,628
+200
+0.5% +$29.7K 1.9% 12
2025
Q4 		$5.71M Sell
38,428
-83
-0.2% -$12.2K 1.99% 12
2025
Q3 		$5.61M Buy
38,511
+1,286
+3% +$180K 1.99% 10
2025
Q2 		$5.03M Buy
37,225
+935
+3% +$117K 1.96% 12
2025
Q1 		$4.43M Buy
36,290
+730
+2% +$94.1K 1.9% 12
2024
Q4 		$4.57M Buy
35,560
+527
+2% +$68.2K 1.95% 11
2024
Q3 		$4.4M Buy
35,033
+588
+2% +$71.2K 1.94% 11
2024
Q2 		$4.09M Hold
34,445
– – 1.92% 11
2024
Q1 		$4.09M Sell
34,445
-1,489
-4% -$163K 1.92% 11
2023
Q4 		$3.78M Sell
35,934
-331
-0.9% -$32.4K 2% 10
2023
Q3 		$3.42M Sell
36,265
-167
-0.5% -$16.4K 2% 10
2023
Q2 		$3.56M Sell
36,432
-529
-1% -$48.9K 2.02% 10
2023
Q1 		$3.35M Sell
36,961
-284
-0.8% -$25.2K 2.07% 10
2022
Q4 		$3.16M Sell
37,245
-243
-0.6% -$20.7K 2.1% 10
2022
Q3 		$2.98M Sell
37,488
-32
-0.1% -$2.83K 2.1% 9
2022
Q2 		$3.14M Sell
37,520
-837
-2% -$76.3K 2.14% 10
2022
Q1 		$3.87M Sell
38,357
-863
-2% -$86K 2.2% 10
2021
Q4 		$4.2M Sell
39,220
-491
-1% -$51.3K 2.26% 10
2021
Q3 		$3.91M Buy
39,711
+690
+2% +$69.8K 2.29% 10
2021
Q2 		$3.85M Sell
39,021
-920
-2% -$88.5K 2.19% 10
2021
Q1 		$3.66M Sell
39,941
-344
-0.9% -$30.9K 2.32% 10
2020
Q4 		$3.47M Sell
40,285
-260
-0.6% -$21.1K 2.28% 10
2020
Q3 		$3.06M Sell
40,545
-445
-1% -$33.2K 2.37% 10
2020
Q2 		$2.85M Sell
40,990
-7,724
-16% -$505K 2.4% 11
2020
Q1 		$2.79M Sell
48,714
-597
-1% -$41K 2.82% 9
2019
Q4 		$3.58M Buy
49,311
+1,876
+4% +$131K 2.56% 8
2019
Q3 		$3.18M Buy
47,435
+1,076
+2% +$72.1K 2.56% 9
2019
Q2 		$3.09M Buy
46,359
+3,537
+8% +$232K 3.08% 8
2019
Q1 		$2.76M Buy
42,822
+5,724
+15% +$355K 3.01% 8
2018
Q4 		$2.11M Buy
+37,098
New +$2.28M 2.84% 9

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

Wealth Management Associates's ITOT Position: Q1 2026 in Review

Wealth Management Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.52% in Q1 2026, buying an estimated $29.7K and bringing the position to 38,628 shares worth $5.5M. The position accounts for 1.9% of the portfolio, ranked #12.

Wealth Management Associates first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.71M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Wealth Management Associates held 38,628 shares of iShares Core S&P Total US Stock Market ETF worth $5.5M as of Q1 2026.
  • Wealth Management Associates bought 200 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $29.7K.
  • iShares Core S&P Total US Stock Market ETF made up 1.9% of Wealth Management Associates's portfolio in Q1 2026, its #12 holding.
  • Wealth Management Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's iShares Core S&P Total US Stock Market ETF position peaked at $5.71M 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 Management Associates's 13F filing for Q1 2026, filed 13 May 2026.