Able Wealth Management
ITOT icon

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
Q3 		$5.06M Buy
29,914
+619
+2% +$103K 1.11% 29
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

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 Wealth Management's ITOT Position: Q3 2026 in Review

Able Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q3 2026, buying an estimated $103K and bringing the position to 29,914 shares worth $5.06M. The position accounts for 1.11% of the portfolio, ranked #29.

Able Wealth Management first reported a position in ITOT in Q4 2023 and has held it in 12 quarters since. 685 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Able Wealth Management held 29,914 shares of iShares Core S&P Total US Stock Market ETF worth $5.06M as of Q3 2026.
  • Able Wealth Management bought 619 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $103K.
  • iShares Core S&P Total US Stock Market ETF made up 1.11% of Able Wealth Management's portfolio in Q3 2026, its #29 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 12 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.