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Alliance Wealth Advisors (Pennsylvania)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$211K Buy
+1,287
New +$204K 0.07% 162
2021
Q1 		– Sell
-7,051
Closed -$608K – 113
2020
Q4 		$608K Buy
+7,051
New +$571K 0.64% 43

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s ITOT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,287 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #162 among its holdings. This is a return to the name: Alliance Wealth Advisors (Pennsylvania) previously reported a position in ITOT as recently as Q4 2020.

Alliance Wealth Advisors (Pennsylvania) first reported a position in ITOT in Q4 2020 and has held it in 2 quarters since. The position peaked at $608K in Q4 2020. 1,302 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,287 shares of iShares Core S&P Total US Stock Market ETF worth $211K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Alliance Wealth Advisors (Pennsylvania) position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #162 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 2 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Core S&P Total US Stock Market ETF position peaked at $608K in Q4 2020.
  • 1,302 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.