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

Alexis Investment Partners’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 		– Sell
-378
Closed -$56.2K – 69
2025
Q4 		$56.2K Hold
378
– – 0.02% 57
2025
Q3 		$55.1K Buy
+378
New +$53K ﹤0.01% 55
2025
Q1 		– Sell
-578
Closed -$74.3K – 66
2024
Q4 		$74.3K Buy
+578
New +$74.8K 0.04% 51

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Alexis Investment Partners's ITOT Position: Q1 2026 in Review

Alexis Investment Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 378 shares — an estimated $56.2K sold.

Alexis Investment Partners first reported a position in ITOT in Q4 2024 and held it in 3 quarters. The position peaked at $74.3K in Q4 2024. 1,622 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Alexis Investment Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 378 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $56.2K.
  • Alexis Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 3 quarters.
  • Alexis Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $74.3K in Q4 2024.
  • 1,622 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.