Accelerate Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.44M Sell
10,116
-343
-3% -$51K 0.96% 20
2025
Q4
$1.56M Buy
10,459
+455
+5% +$67.2K 1.05% 20
2025
Q3
$1.46M Sell
10,004
-197
-2% -$27.6K 0.99% 21
2025
Q2
$1.38M Buy
10,201
+971
+11% +$121K 1.02% 22
2025
Q1
$1.13M Sell
9,230
-72
-0.8% -$9.28K 0.94% 21
2024
Q4
$1.2M Sell
9,302
-31
-0.3% -$4.01K 1.06% 20
2024
Q3
$1.17M Buy
+9,333
New +$1.13M 1.14% 18

Other funds holding ITOT

Accelerate Investment Advisors's ITOT Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q1 2026, selling an estimated $51K and leaving 10,116 shares worth $1.44M. The position accounts for 0.96% of the portfolio, ranked #20.

Accelerate Investment Advisors first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Accelerate Investment Advisors held 10,116 shares of iShares Core S&P Total US Stock Market ETF worth $1.44M as of Q1 2026.
  • Accelerate Investment Advisors sold 343 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $51K.
  • iShares Core S&P Total US Stock Market ETF made up 0.96% of Accelerate Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Accelerate Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Accelerate Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.56M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.