AE Wealth Management’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 | $3.51M | Buy |
24,657
+2,721
| +12% | +$405K | 0.02% | 494 |
|
|
2025
Q4 | $3.26M | Buy |
21,936
+238
| +1% | +$35.1K | 0.02% | 475 |
|
|
2025
Q3 | $3.16M | Buy |
21,698
+770
| +4% | +$108K | 0.02% | 450 |
|
|
2025
Q2 | $2.83M | Buy |
20,928
+5,428
| +35% | +$677K | 0.02% | 462 |
|
|
2025
Q1 | $1.89M | Sell |
15,500
-510
| -3% | -$65.7K | 0.02% | 541 |
|
|
2024
Q4 | $2.06M | Buy |
16,010
+151
| +1% | +$19.6K | 0.02% | 515 |
|
|
2024
Q3 | $1.99M | Sell |
15,859
-538
| -3% | -$65.1K | 0.02% | 535 |
|
|
2024
Q2 | $1.95M | Sell |
16,397
-2,695
| -14% | -$309K | 0.02% | 528 |
|
|
2024
Q1 | $2.2M | Sell |
19,092
-126,619
| -87% | -$13.9M | 0.02% | 471 |
|
|
2023
Q4 | $15.6M | Buy |
145,711
+2,345
| +2% | +$230K | 0.08% | 289 |
|
|
2023
Q3 | $13.5M | Buy |
143,366
+32,538
| +29% | +$3.2M | 0.08% | 301 |
|
|
2023
Q2 | $10.8M | Buy |
110,828
+1,279
| +1% | +$118K | 0.07% | 351 |
|
|
2023
Q1 | $9.92M | Sell |
109,549
-180,765
| -62% | -$16M | 0.06% | 341 |
|
|
2022
Q4 | $24.6M | Sell |
290,314
-167,251
| -37% | -$14.3M | 0.18% | 137 |
|
|
2022
Q3 | $36.4M | Sell |
457,565
-164,267
| -26% | -$14.5M | 0.29% | 69 |
|
|
2022
Q2 | $52.1M | Buy |
621,832
+300,291
| +93% | +$27.4M | 0.42% | 44 |
|
|
2022
Q1 | $32.5M | Sell |
321,541
-219,482
| -41% | -$21.9M | 0.22% | 100 |
|
|
2021
Q4 | $57.9M | Buy |
541,023
+309,634
| +134% | +$32.4M | 0.4% | 53 |
|
|
2021
Q3 | $22.8M | Buy |
231,389
+132,018
| +133% | +$13.3M | 0.19% | 120 |
|
|
2021
Q2 | $9.81M | Sell |
99,371
-1,555
| -2% | -$150K | 0.09% | 224 |
|
|
2021
Q1 | $9.24M | Sell |
100,926
-15,981
| -14% | -$1.43M | 0.09% | 219 |
|
|
2020
Q4 | $10.1M | Sell |
116,907
-178,009
| -60% | -$14.4M | 0.11% | 180 |
|
|
2020
Q3 | $22.3M | Sell |
294,916
-32,717
| -10% | -$2.44M | 0.32% | 70 |
|
|
2020
Q2 | $22.8M | Sell |
327,633
-134,914
| -29% | -$8.82M | 0.35% | 62 |
|
|
2020
Q1 | $26.5M | Sell |
462,547
-88,846
| -16% | -$6.1M | 0.61% | 31 |
|
|
2019
Q4 | $40.1M | Buy |
551,393
+58,876
| +12% | +$4.1M | 0.87% | 21 |
|
|
2019
Q3 | $33M | Sell |
492,517
-30,439
| -6% | -$2.04M | 0.95% | 22 |
|
|
2019
Q2 | $34.8M | Buy |
522,956
+247,673
| +90% | +$16.2M | 1.05% | 18 |
|
|
2019
Q1 | $17.7M | Buy |
275,283
+128,996
| +88% | +$8M | 1.23% | 13 |
|
|
2018
Q4 | $8.3M | Sell |
146,287
-155,477
| -52% | -$9.55M | 1.42% | 9 |
|
|
2018
Q3 | $20.1M | Buy |
301,764
+138,446
| +85% | +$9.07M | 1.11% | 19 |
|
|
2018
Q2 | $10.2M | Buy |
163,318
+18,211
| +13% | +$1.13M | 0.69% | 30 |
|
|
2018
Q1 | $8.77M | Sell |
145,107
-111
| -0.1% | -$6.93K | 0.68% | 30 |
|
|
2017
Q4 | $8.88M | Sell |
145,218
-92
| -0.1% | -$5.48K | 0.78% | 25 |
|
|
2017
Q3 | $8.37M | Buy |
145,310
+1,862
| +1% | +$105K | 0.78% | 24 |
|
|
2017
Q2 | $7.95M | Buy |
143,448
+23,312
| +19% | +$1.28M | 0.95% | 17 |
|
|
2017
Q1 | $6.49M | Buy |
120,136
+21,364
| +22% | +$1.14M | 1.2% | 12 |
|
|
2016
Q4 | $5.07M | Buy |
+98,772
| New | +$4.94M | 2.05% | 5 |
|
Other funds holding ITOT
FPAS
AE Wealth Management's ITOT Position: Q1 2026 in Review
AE Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q1 2026, buying an estimated $405K and bringing the position to 24,657 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #494.
AE Wealth Management first reported a position in ITOT in Q4 2016 and has held it in 38 quarters since. The position peaked at $57.9M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- AE Wealth Management held 24,657 shares of iShares Core S&P Total US Stock Market ETF worth $3.51M as of Q1 2026.
- AE Wealth Management bought 2,721 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $405K.
- iShares Core S&P Total US Stock Market ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #494 holding.
- AE Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
- AE Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $57.9M in Q4 2021.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.