AIFS
ITOT icon

A&I Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

A&I Financial Services’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
Q2 		$9.05M Sell
55,085
-803
-1% -$127K 3.94% 7
2026
Q1 		$7.96M Sell
55,888
-3,777
-6% -$562K 3.77% 7
2025
Q4 		$8.87M Buy
59,665
+2,320
+4% +$342K 4.21% 7
2025
Q3 		$8.38M Buy
57,345
+2,026
+4% +$284K 4.09% 7
2025
Q2 		$7.47M Buy
55,319
+595
+1% +$74.2K 4.22% 5
2025
Q1 		$6.68M Sell
54,724
-1,103
-2% -$142K 4.52% 5
2024
Q4 		$7.18M Buy
+55,827
New +$7.23M 7% 2
2019
Q3 		$2.94M Buy
43,780
+2,752
+7% +$184K 4.39% 6
2019
Q2 		$2.73M Buy
41,028
+1,490
+4% +$97.6K 4.48% 8
2019
Q1 		$2.55M Buy
39,538
+709
+2% +$44K 4.69% 6
2018
Q4 		$2.2M Buy
+38,829
New +$2.39M 3.72% 6
2018
Q3 		– Sell
-43,244
Closed -$2.7M – 19
2018
Q2 		$2.7M Buy
43,244
+492
+1% +$30.6K 5.43% 10
2018
Q1 		$2.58M Buy
42,752
+374
+0.9% +$23.4K 6.37% 9
2017
Q4 		$2.59M Buy
+42,378
New +$2.53M 5.12% 9

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

A&I Financial Services's ITOT Position: Q2 2026 in Review

A&I Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, selling an estimated $127K and leaving 55,085 shares worth $9.05M. The position accounts for 3.94% of the portfolio, ranked #7.

A&I Financial Services first reported a position in ITOT in Q4 2017 and has held it in 14 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • A&I Financial Services held 55,085 shares of iShares Core S&P Total US Stock Market ETF worth $9.05M as of Q2 2026.
  • A&I Financial Services sold 803 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $127K.
  • iShares Core S&P Total US Stock Market ETF made up 3.94% of A&I Financial Services's portfolio in Q2 2026, its #7 holding.
  • A&I Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 14 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.