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

Advisory Solutions 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 		$878K Buy
5,279
+3,801
+257% +$632K 0.19% 113
2026
Q2 		$243K Buy
+1,478
New +$235K 0.08% 167

Other funds holding ITOT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Advisory Solutions Group's ITOT Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 257% in Q3 2026, buying an estimated $632K and bringing the position to 5,279 shares worth $878K. The position accounts for 0.19% of the portfolio, ranked #113.

Advisory Solutions Group first reported a position in ITOT in Q2 2026 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Advisory Solutions Group held 5,279 shares of iShares Core S&P Total US Stock Market ETF worth $878K as of Q3 2026.
  • Advisory Solutions Group bought 3,801 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $632K.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of Advisory Solutions Group's portfolio in Q3 2026, its #113 holding.
  • Advisory Solutions Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

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