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

Aletheian Wealth Advisors’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
Q2 		$27.2M Buy
165,712
+4,376
+3% +$695K 11.63% 1
2026
Q1 		$23M Buy
+161,336
New +$24M 11.2% 2
2025
Q3 		$26.1M Sell
179,143
-1,756
-1% -$246K 12.13% 1
2025
Q2 		$24.4M Buy
180,899
+18,652
+11% +$2.33M 12.02% 1
2025
Q1 		$19.8M Sell
162,247
-14,136
-8% -$1.82M 11.13% 2
2024
Q4 		$22.7M Sell
176,383
-3,728
-2% -$483K 13.41% 1
2024
Q3 		$22.6M Buy
180,111
+5,514
+3% +$668K 13.21% 1
2024
Q2 		$20.7M Buy
174,597
+6,652
+4% +$763K 10.93% 1
2024
Q1 		$19.4M Buy
167,945
+9,709
+6% +$1.06M 10.5% 1
2023
Q4 		$16.7M Buy
158,236
+1,448
+0.9% +$142K 11.02% 1
2023
Q3 		$14.8M Buy
156,788
+1,845
+1% +$181K 11.33% 1
2023
Q2 		$15.2M Buy
154,943
+14,838
+11% +$1.37M 10.38% 1
2023
Q1 		$12.7M Buy
140,105
+19,040
+16% +$1.69M 11.2% 1
2022
Q4 		$10.3M Buy
121,065
+16,243
+15% +$1.39M 8.86% 2
2022
Q3 		$8.34M Buy
104,822
+1,188
+1% +$105K 9.47% 2
2022
Q2 		$8.68M Buy
103,634
+7,688
+8% +$700K 8.82% 3
2022
Q1 		$9.69M Sell
95,946
-19,462
-17% -$1.94M 9.19% 2
2021
Q4 		$12.3M Buy
+115,408
New +$12.1M 12.11% 2

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Aletheian Wealth Advisors's ITOT Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q2 2026, buying an estimated $695K and bringing the position to 165,712 shares worth $27.2M. The position accounts for 11.63% of the portfolio, ranked #1.

Aletheian Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Aletheian Wealth Advisors held 165,712 shares of iShares Core S&P Total US Stock Market ETF worth $27.2M as of Q2 2026.
  • Aletheian Wealth Advisors bought 4,376 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $695K.
  • iShares Core S&P Total US Stock Market ETF made up 11.63% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.