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

Allen Investment Management’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 		$35M Sell
245,614
-243,493
-50% -$36.2M 0.43% 42
2025
Q4 		$72.7M Sell
489,107
-36,499
-7% -$5.39M 0.81% 33
2025
Q3 		$76.6M Hold
525,606
– – 0.85% 31
2025
Q2 		$71M Sell
525,606
-2,919
-0.6% -$364K 0.77% 28
2025
Q1 		$64.5M Sell
528,525
-2,687
-0.5% -$346K 0.75% 25
2024
Q4 		$68.3M Hold
531,212
– – 0.79% 22
2024
Q3 		$66.7M Hold
531,212
– – 0.79% 22
2024
Q2 		$63.1M Hold
531,212
– – 0.77% 23
2024
Q1 		$61.2M Buy
531,212
+35,886
+7% +$3.94M 0.77% 22
2023
Q4 		$52.1M Buy
495,326
+640
+0.1% +$62.7K 0.7% 24
2023
Q3 		$46.6M Buy
494,686
+1,941
+0.4% +$191K 0.68% 25
2023
Q2 		$48.2M Sell
492,745
-126,046
-20% -$11.7M 0.71% 26
2023
Q1 		$56M Buy
618,791
+452
+0.1% +$40.1K 0.94% 22
2022
Q4 		$52.4M Buy
618,339
+578,713
+1,460% +$49.4M 0.84% 24
2022
Q3 		$3.15M Buy
39,626
+373
+1% +$33K 0.05% 86
2022
Q2 		$3.29M Sell
39,253
-941
-2% -$85.7K 0.05% 87
2022
Q1 		$4.06M Buy
40,194
+450
+1% +$44.9K 0.05% 91
2021
Q4 		$4.25M Hold
39,744
– – 0.05% 93
2021
Q3 		$3.91M Buy
39,744
+491
+1% +$49.6K 0.05% 80
2021
Q2 		$3.88M Hold
39,253
– – 0.05% 79
2021
Q1 		$3.6M Hold
39,253
– – 0.06% 81
2020
Q4 		$3.38M Hold
39,253
– – 0.06% 80
2020
Q3 		$2.96M Sell
39,253
-2,026
-5% -$151K 0.06% 80
2020
Q2 		$2.87M Buy
41,279
+1,025
+3% +$67K 0.06% 81
2020
Q1 		$2.3M Buy
40,254
+914
+2% +$62.7K 0.07% 80
2019
Q4 		$2.86M Hold
39,340
– – 0.07% 85
2019
Q3 		$2.64M Hold
39,340
– – 0.07% 89
2019
Q2 		$2.62M Buy
39,340
+1,066
+3% +$69.8K 0.07% 94
2019
Q1 		$2.46M Buy
38,274
+204
+0.5% +$12.7K 0.08% 88
2018
Q4 		$2.16M Buy
+38,070
New +$2.34M 0.09% 79

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 Investment Management's ITOT Position: Q1 2026 in Review

Allen Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 50% in Q1 2026, selling an estimated $36.2M and leaving 245,614 shares worth $35M. The position accounts for 0.43% of the portfolio, ranked #42.

Allen Investment Management first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $76.6M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Allen Investment Management held 245,614 shares of iShares Core S&P Total US Stock Market ETF worth $35M as of Q1 2026.
  • Allen Investment Management sold 243,493 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $36.2M.
  • iShares Core S&P Total US Stock Market ETF made up 0.43% of Allen Investment Management's portfolio in Q1 2026, its #42 holding.
  • Allen Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Allen Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $76.6M in Q3 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 Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.