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

Aaron Wealth Advisors’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
Q3 		$2.37M Sell
14,233
-293
-2% -$48.8K 0.12% 107
2026
Q2 		$2.39M Sell
14,526
-65
-0.4% -$10.3K 0.12% 112
2026
Q1 		$2.08M Buy
14,591
+1,794
+14% +$267K 0.12% 109
2025
Q4 		$1.9M Sell
12,797
-3,173
-20% -$468K 0.1% 136
2025
Q3 		$2.33M Sell
15,970
-2,112
-12% -$296K 0.14% 92
2025
Q2 		$2.44M Sell
18,082
-765
-4% -$95.5K 0.25% 59
2025
Q1 		$2.3M Sell
18,847
-502
-3% -$64.7K 0.26% 60
2024
Q4 		$2.49M Sell
19,349
-1,870
-9% -$242K 0.29% 54
2024
Q3 		$2.67M Buy
21,219
+4,424
+26% +$536K 0.32% 47
2024
Q2 		$1.99M Sell
16,795
-1,824
-10% -$209K 0.28% 53
2024
Q1 		$2.15M Buy
18,619
+2
+0% +$219 0.31% 48
2023
Q4 		$1.96M Buy
18,617
+5
+0% +$490 0.32% 43
2023
Q3 		$1.75M Hold
18,612
– – 0.23% 65
2023
Q2 		$1.82M Hold
18,612
– – 0.24% 68
2023
Q1 		$1.69M Hold
18,612
– – 0.23% 69
2022
Q4 		$1.58M Buy
18,612
+214
+1% +$18.3K 0.23% 70
2022
Q3 		$1.46M Hold
18,398
– – 0.27% 64
2022
Q2 		$1.54M Buy
18,398
+14,103
+328% +$1.28M 0.39% 49
2022
Q1 		$434K Buy
+4,295
New +$428K 0.1% 118

Other funds holding ITOT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Aaron Wealth Advisors's ITOT Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q3 2026, selling an estimated $48.8K and leaving 14,233 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #107.

Aaron Wealth Advisors first reported a position in ITOT in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.67M in Q3 2024. 240 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Aaron Wealth Advisors held 14,233 shares of iShares Core S&P Total US Stock Market ETF worth $2.37M as of Q3 2026.
  • Aaron Wealth Advisors sold 293 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $48.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Aaron Wealth Advisors's portfolio in Q3 2026, its #107 holding.
  • Aaron Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 19 quarters since.
  • Aaron Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.67M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.