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

Able Wealth Management’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	$4.81M	Buy	29,295 +271	+0.9%	+$43K	1.1%	27
2026 Q1	$4.13M	Buy	29,024 +574	+2%	+$85.4K	1.11%	31
2025 Q4	$4.23M	Buy	28,450 +313	+1%	+$46.2K	1.34%	25
2025 Q3	$4.1M	Buy	28,137 +117	+0.4%	+$16.4K	1.54%	21
2025 Q2	$3.78M	Buy	28,020 +6,175	+28%	+$771K	1.91%	17
2025 Q1	$2.67M	Buy	21,845 +1,793	+9%	+$231K	1.57%	18
2024 Q4	$2.58M	Sell	20,052 -798	-4%	-$103K	1.7%	16
2024 Q3	$2.62M	Sell	20,850 -38	-0.2%	-$4.6K	1.99%	12
2024 Q2	$2.48M	Sell	20,888 -3,923	-16%	-$450K	2.04%	12
2024 Q1	$2.86M	Buy	24,811 +2,946	+13%	+$323K	2.5%	11
2023 Q4	$2.3M	Buy	+21,865	New	+$2.14M	2.09%	11

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

Able Wealth Management's ITOT Position: Q2 2026 in Review

Able Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.93% in Q2 2026, buying an estimated $43K and bringing the position to 29,295 shares worth $4.81M. The position accounts for 1.1% of the portfolio, ranked #27.

Able Wealth Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Able Wealth Management held 29,295 shares of iShares Core S&P Total US Stock Market ETF worth $4.81M as of Q2 2026.
Able Wealth Management bought 271 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $43K.
iShares Core S&P Total US Stock Market ETF made up 1.1% of Able Wealth Management's portfolio in Q2 2026, its #27 holding.
Able Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.