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Alliance Wealth Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Alliance Wealth Management 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 		$4.22M Buy
29,620
+815
+3% +$121K 0.92% 29
2025
Q4 		$4.28M Buy
28,805
+445
+2% +$65.7K 0.94% 28
2025
Q3 		$4.13M Buy
28,360
+6,212
+28% +$871K 0.92% 31
2025
Q2 		$2.99M Buy
22,148
+1,297
+6% +$162K 0.76% 32
2025
Q1 		$2.54M Buy
20,851
+987
+5% +$127K 0.69% 33
2024
Q4 		$2.55M Sell
19,864
-2,641
-12% -$342K 0.68% 34
2024
Q3 		$2.83M Buy
22,505
+1,543
+7% +$187K 0.75% 32
2024
Q2 		$2.49M Buy
20,962
+1,574
+8% +$181K 0.71% 34
2024
Q1 		$2.24M Buy
19,388
+659
+4% +$72.3K 0.66% 34
2023
Q4 		$1.97M Buy
+18,729
New +$1.84M 0.62% 35
2023
Q2 		$1.66M Buy
17,010
+2,927
+21% +$271K 0.54% 37
2023
Q1 		$1.28M Buy
14,083
+1,971
+16% +$175K 0.43% 37
2022
Q4 		$1.03M Buy
12,112
+925
+8% +$78.9K 0.38% 40
2022
Q3 		$890K Sell
11,187
-641
-5% -$56.7K 0.35% 41
2022
Q2 		$991K Buy
11,828
+2,676
+29% +$244K 0.37% 42
2022
Q1 		$924K Buy
9,152
+1,489
+19% +$148K 0.3% 42
2021
Q4 		$819K Buy
7,663
+343
+5% +$35.9K 0.25% 44
2021
Q3 		$721K Buy
7,320
+1,525
+26% +$154K 0.23% 45
2021
Q2 		$573K Buy
+5,795
New +$557K 0.19% 46

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

Alliance Wealth Management Group's ITOT Position: Q1 2026 in Review

Alliance Wealth Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q1 2026, buying an estimated $121K and bringing the position to 29,620 shares worth $4.22M. The position accounts for 0.92% of the portfolio, ranked #29.

Alliance Wealth Management Group first reported a position in ITOT in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.28M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Alliance Wealth Management Group held 29,620 shares of iShares Core S&P Total US Stock Market ETF worth $4.22M as of Q1 2026.
  • Alliance Wealth Management Group bought 815 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $121K.
  • iShares Core S&P Total US Stock Market ETF made up 0.92% of Alliance Wealth Management Group's portfolio in Q1 2026, its #29 holding.
  • Alliance Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 19 quarters since.
  • Alliance Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $4.28M in Q4 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 Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.