AWM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Able Wealth Management's ITOT Position: Q1 2026 in Review

Able Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q1 2026, buying an estimated $85.4K and bringing the position to 29,024 shares worth $4.13M. The position accounts for 1.11% of the portfolio, ranked #31.

Able Wealth Management first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.23M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Able Wealth Management held 29,024 shares of iShares Core S&P Total US Stock Market ETF worth $4.13M as of Q1 2026.
  • Able Wealth Management bought 574 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $85.4K.
  • iShares Core S&P Total US Stock Market ETF made up 1.11% of Able Wealth Management's portfolio in Q1 2026, its #31 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 10 quarters since.
  • Able Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.23M in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.