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Wiser Advisor Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wiser Advisor Group’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
-999
Closed -$149K – 231
2025
Q4 		$149K Buy
+999
New +$147K 0.17% 60
2024
Q2 		– Sell
-634
Closed -$73.1K – 309
2024
Q1 		$73.1K Hold
634
– – 0.11% 78
2023
Q4 		$66.7K Buy
+634
New +$62.1K 0.11% 77

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Wiser Advisor Group's ITOT Position: Q1 2026 in Review

Wiser Advisor Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 999 shares — an estimated $149K sold.

Wiser Advisor Group first reported a position in ITOT in Q4 2023 and held it in 3 quarters. The position peaked at $149K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Wiser Advisor Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Wiser Advisor Group sold 999 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $149K.
  • Wiser Advisor Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's iShares Core S&P Total US Stock Market ETF position peaked at $149K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.