ABLE Financial Group
ITOT icon

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

ABLE Financial 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
Q3 		$1.92M Sell
11,570
-465
-4% -$77.4K 0.3% 71
2026
Q2 		$1.98M Sell
12,035
-583
-5% -$92.5K 0.33% 69
2026
Q1 		$1.8M Sell
12,618
-1,031
-8% -$153K 0.35% 62
2025
Q4 		$2.03M Sell
13,649
-387
-3% -$57.1K 0.41% 53
2025
Q3 		$2.04M Sell
14,036
-938
-6% -$132K 0.44% 53
2025
Q2 		$2.02M Buy
14,974
+11,099
+286% +$1.38M 0.49% 48
2025
Q1 		$473K Sell
3,875
-127
-3% -$16.4K 0.13% 107
2024
Q4 		$515K Sell
4,002
-19
-0.5% -$2.46K 0.15% 102
2024
Q3 		$505K Buy
4,021
+2,117
+111% +$256K 0.16% 102
2024
Q2 		$226K Buy
1,904
+29
+2% +$3.33K 0.08% 159
2024
Q1 		$216K Buy
+1,875
New +$206K 0.08% 154
2023
Q4 		– Sell
-2,126
Closed -$200K – 150
2023
Q3 		$200K Sell
2,126
-299
-12% -$29.4K 0.1% 137
2023
Q2 		$237K Sell
2,425
-3,667
-60% -$339K 0.12% 120
2023
Q1 		$552K Buy
+6,092
New +$541K 0.36% 59

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

ABLE Financial Group's ITOT Position: Q3 2026 in Review

ABLE Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q3 2026, selling an estimated $77.4K and leaving 11,570 shares worth $1.92M. The position accounts for 0.3% of the portfolio, ranked #71.

ABLE Financial Group first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.04M in Q3 2025. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • ABLE Financial Group held 11,570 shares of iShares Core S&P Total US Stock Market ETF worth $1.92M as of Q3 2026.
  • ABLE Financial Group sold 465 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $77.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.3% of ABLE Financial Group's portfolio in Q3 2026, its #71 holding.
  • ABLE Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $2.04M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.