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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Aaron Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.45% in Q2 2026, selling an estimated $10.3K and leaving 14,526 shares worth $2.39M. The position accounts for 0.12% of the portfolio, ranked #112.

Aaron Wealth Advisors first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.67M in Q3 2024. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Aaron Wealth Advisors held 14,526 shares of iShares Core S&P Total US Stock Market ETF worth $2.39M as of Q2 2026.
Aaron Wealth Advisors sold 65 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10.3K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Aaron Wealth Advisors's portfolio in Q2 2026, its #112 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 18 quarters since.
Aaron Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.67M in Q3 2024.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.