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

Allen Capital 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
Q1 		$282K Buy
1,977
+106
+6% +$15.8K 0.03% 232
2025
Q4 		$278K Sell
1,871
-39
-2% -$5.76K 0.03% 236
2025
Q3 		$278K Buy
1,910
+44
+2% +$6.17K 0.03% 231
2025
Q2 		$252K Sell
1,866
-33
-2% -$4.12K 0.03% 240
2025
Q1 		$232K Hold
1,899
– – 0.03% 225
2024
Q4 		$244K Hold
1,899
– – 0.03% 204
2024
Q3 		$239K Hold
1,899
– – 0.03% 214
2024
Q2 		$226K Hold
1,899
– – 0.03% 196
2024
Q1 		$219K Buy
+1,899
New +$208K 0.03% 197

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $45.6B AUM 18.83% 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 $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

Allen Capital Group's ITOT Position: Q1 2026 in Review

Allen Capital Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.7% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,977 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #232.

Allen Capital Group first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Allen Capital Group held 1,977 shares of iShares Core S&P Total US Stock Market ETF worth $282K as of Q1 2026.
  • Allen Capital Group bought 106 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $15.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Allen Capital Group's portfolio in Q1 2026, its #232 holding.
  • Allen Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.