Wealthspire Advisors (New York)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealthspire Advisors (New York)’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	$13.4M	Sell	94,090 -1,223	-1%	-$182K	0.11%	96
2025 Q4	$14.2M	Sell	95,313 -87,877	-48%	-$13M	0.11%	90
2025 Q3	$26.7M	Sell	183,190 -3,126	-2%	-$438K	0.14%	71
2025 Q2	$25.2M	Buy	186,316 +75,632	+68%	+$9.44M	0.14%	71
2025 Q1	$13.5M	Buy	110,684 +1,364	+1%	+$176K	0.08%	97
2024 Q4	$14.1M	Sell	109,320 -615	-0.6%	-$79.6K	0.14%	78
2024 Q3	$13.8M	Sell	109,935 -3,004	-3%	-$364K	0.14%	80
2024 Q2	$13.4M	Buy	112,939 +8,963	+9%	+$1.03M	0.17%	63
2024 Q1	$12M	Sell	103,976 -1,013	-1%	-$111K	0.16%	62
2023 Q4	$11M	Buy	104,989 +26,031	+33%	+$2.55M	0.16%	63
2023 Q3	$7.44M	Sell	78,958 -36,282	-31%	-$3.57M	0.12%	85
2023 Q2	$11.3M	Buy	115,240 +45,640	+66%	+$4.22M	0.18%	62
2023 Q1	$6.3M	Sell	69,600 -4,715	-6%	-$419K	0.11%	85
2022 Q4	$6.3M	Sell	74,315 -11,018	-13%	-$940K	0.11%	86
2022 Q3	$6.79M	Buy	85,333 +59,719	+233%	+$5.28M	0.14%	79
2022 Q2	$2.15M	Buy	25,614 +256	+1%	+$23.3K	0.04%	139
2022 Q1	$2.56M	Sell	25,358 -1,435	-5%	-$143K	0.06%	110
2021 Q4	$2.87M	Sell	26,793 -1,658	-6%	-$173K	0.06%	112
2021 Q3	$2.8M	Sell	28,451 -1,504	-5%	-$152K	0.06%	135
2021 Q2	$2.96M	Sell	29,955 -2,992	-9%	-$288K	0.08%	87
2021 Q1	$3.02M	Sell	32,947 -667	-2%	-$59.8K	0.07%	127
2020 Q4	$2.9M	Buy	33,614 +3,875	+13%	+$314K	0.09%	104
2020 Q3	$2.25M	Sell	29,739 -1,669	-5%	-$125K	0.13%	74
2020 Q2	$2.18M	Sell	31,408 -17,729	-36%	-$1.16M	0.15%	62
2020 Q1	$2.81M	Sell	49,137 -28,715	-37%	-$1.97M	0.12%	97
2019 Q4	$5.66M	Sell	77,852 -25,161	-24%	-$1.75M	0.41%	22
2019 Q3	$6.91M	Sell	103,013 -18,239	-15%	-$1.22M	0.57%	19
2019 Q2	$8.08M	Buy	121,252 +27,268	+29%	+$1.79M	0.7%	16
2019 Q1	$6.05M	Buy	93,984 +92,984	+9,298%	+$5.77M	0.56%	16
2018 Q4	$57K	Buy	+1,000	New	+$61.4K	0.01%	168

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

Wealthspire Advisors (New York)'s ITOT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, selling an estimated $182K and leaving 94,090 shares worth $13.4M. The position accounts for 0.11% of the portfolio, ranked #96.

Wealthspire Advisors (New York) first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.7M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Wealthspire Advisors (New York) held 94,090 shares of iShares Core S&P Total US Stock Market ETF worth $13.4M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,223 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $182K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #96 holding.
Wealthspire Advisors (New York) 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.
Wealthspire Advisors (New York)'s iShares Core S&P Total US Stock Market ETF position peaked at $26.7M in Q3 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.