A4 Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$417K Buy
2,539
+130
+5% +$20.6K 0.28% 53
2026
Q1
$343K Buy
+2,409
New +$358K 0.28% 60

Other funds holding ITOT

A4 Wealth Advisors's ITOT Position: Q2 2026 in Review

A4 Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 2,539 shares worth $417K. The position accounts for 0.28% of the portfolio, ranked #53.

A4 Wealth Advisors first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • A4 Wealth Advisors held 2,539 shares of iShares Core S&P Total US Stock Market ETF worth $417K as of Q2 2026.
  • A4 Wealth Advisors bought 130 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.28% of A4 Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • A4 Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.