AFO
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Allie Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Allie Family Office’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 		$5.17M Sell
31,896
-3,430
-10% -$544K 1.92% 13
2026
Q1 		$5.03M Buy
35,326
+815
+2% +$121K 2.19% 11
2025
Q4 		$5.13M Sell
34,511
-340
-1% -$50.2K 2.4% 9
2025
Q3 		$5.08M Sell
34,851
-1,585
-4% -$222K 2.41% 9
2025
Q2 		$4.92M Buy
36,436
+820
+2% +$102K 2.44% 7
2025
Q1 		$4.35M Buy
35,616
+485
+1% +$62.5K 2.37% 8
2024
Q4 		$4.52M Hold
35,131
– – 2.51% 8
2024
Q3 		$4.41M Buy
35,131
+445
+1% +$53.9K 2.38% 9
2024
Q2 		$4.12M Hold
34,686
– – 2.48% 8
2024
Q1 		$4M Buy
34,686
+3,490
+11% +$383K 2.36% 10
2023
Q4 		$3.28M Hold
31,196
– – 2.27% 10
2023
Q3 		$2.94M Hold
31,196
– – 2.37% 10
2023
Q2 		$3.05M Buy
31,196
+670
+2% +$61.9K 2.19% 10
2023
Q1 		$2.76M Buy
30,526
+4,660
+18% +$414K 2.07% 10
2022
Q4 		$2.19M Buy
25,866
+2,767
+12% +$236K 1.81% 12
2022
Q3 		$1.84M Buy
23,099
+2,450
+12% +$217K 1.58% 14
2022
Q2 		$1.73M Buy
20,649
+4,240
+26% +$386K 1.4% 13
2022
Q1 		$1.66M Buy
+16,409
New +$1.64M 1.27% 17

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

Allie Family Office's ITOT Position: Q2 2026 in Review

Allie Family Office reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.7% in Q2 2026, selling an estimated $544K and leaving 31,896 shares worth $5.17M. The position accounts for 1.92% of the portfolio, ranked #13.

Allie Family Office first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Allie Family Office held 31,896 shares of iShares Core S&P Total US Stock Market ETF worth $5.17M as of Q2 2026.
  • Allie Family Office sold 3,430 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $544K.
  • iShares Core S&P Total US Stock Market ETF made up 1.92% of Allie Family Office's portfolio in Q2 2026, its #13 holding.
  • Allie Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.