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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
Q2 		$325K Hold
1,977
– – 0.03% 239
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 $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

Allen Capital Group's ITOT Position: Q2 2026 in Review

Allen Capital Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,977 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #239.

Allen Capital Group first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Allen Capital Group held 1,977 shares of iShares Core S&P Total US Stock Market ETF worth $325K as of Q2 2026.
  • Allen Capital Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Allen Capital Group's portfolio in Q2 2026, its #239 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 10 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 Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.