Alaethes Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Alaethes Wealth’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	$400K	Hold	2,805	–	–	0.11%	98
2025 Q4	$417K	Hold	2,805	–	–	0.12%	96
2025 Q3	$409K	Hold	2,805	–	–	0.12%	92
2025 Q2	$379K	Hold	2,805	–	–	0.11%	92
2025 Q1	$342K	Hold	2,805	–	–	0.13%	96
2024 Q4	$361K	Hold	2,805	–	–	0.13%	94
2024 Q3	$352K	Hold	2,805	–	–	0.13%	97
2024 Q2	$333K	Hold	2,805	–	–	0.14%	96
2024 Q1	$323K	Hold	2,805	–	–	0.14%	96
2023 Q4	$295K	Sell	2,805 -90	-3%	-$8.82K	0.14%	100
2023 Q3	$273K	Hold	2,895	–	–	0.15%	98
2023 Q2	$283K	Sell	2,895 -110	-4%	-$10.2K	0.16%	99
2023 Q1	$272K	Sell	3,005 -4	-0.1%	-$355	0.16%	101
2022 Q4	$255K	Buy	3,009 +20	+0.7%	+$1.71K	0.18%	96
2022 Q3	$238K	Sell	2,989 -90	-3%	-$7.96K	0.18%	97
2022 Q2	$258K	Sell	3,079 -441	-13%	-$40.2K	0.19%	95
2022 Q1	$355K	Sell	3,520 -50	-1%	-$4.99K	0.23%	91
2021 Q4	$382K	Sell	3,570 -5	-0.1%	-$523	0.24%	83
2021 Q3	$352K	Hold	3,575	–	–	0.26%	82
2021 Q2	$353K	Hold	3,575	–	–	0.27%	80
2021 Q1	$327K	Buy	+3,575	New	+$321K	0.3%	79

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alaethes Wealth's ITOT Position: Q1 2026 in Review

Alaethes Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,805 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #98.

Alaethes Wealth first reported a position in ITOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $417K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Alaethes Wealth held 2,805 shares of iShares Core S&P Total US Stock Market ETF worth $400K as of Q1 2026.
Alaethes Wealth left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Alaethes Wealth's portfolio in Q1 2026, its #98 holding.
Alaethes Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
Alaethes Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $417K 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 Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.