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 Q2	$5.65M	Buy	34,409 +4,789	+16%	+$760K	1.1%	27
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Alliance Wealth Management Group's ITOT Position: Q2 2026 in Review

Alliance Wealth Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q2 2026, buying an estimated $760K and bringing the position to 34,409 shares worth $5.65M. The position accounts for 1.1% of the portfolio, ranked #27.

Alliance Wealth Management Group first reported a position in ITOT in Q2 2021 and has held it in 20 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Alliance Wealth Management Group held 34,409 shares of iShares Core S&P Total US Stock Market ETF worth $5.65M as of Q2 2026.
Alliance Wealth Management Group bought 4,789 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $760K.
iShares Core S&P Total US Stock Market ETF made up 1.1% of Alliance Wealth Management Group's portfolio in Q2 2026, its #27 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 20 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 Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.