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Wealthspan Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealthspan Partners’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 		– Sell
-1,347
Closed -$200K – 128
2025
Q4 		$200K Buy
+1,347
New +$199K 0.07% 121

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Bank of America
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FPAS
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Wealthspan Partners's ITOT Position: Q1 2026 in Review

Wealthspan Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,347 shares — an estimated $200K sold.

Wealthspan Partners first reported a position in ITOT in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Wealthspan Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthspan Partners sold 1,347 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $200K.
  • Wealthspan Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Wealthspan Partners's iShares Core S&P Total US Stock Market ETF position peaked at $200K 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 Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.