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 Q1	$5.03M	Buy	35,326 +815	+2%	+$121K	2.2%	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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Allie Family Office's ITOT Position: Q1 2026 in Review

Allie Family Office increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q1 2026, buying an estimated $121K and bringing the position to 35,326 shares worth $5.03M. The position accounts for 2.2% of the portfolio, ranked #11.

Allie Family Office first reported a position in ITOT in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.13M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Allie Family Office held 35,326 shares of iShares Core S&P Total US Stock Market ETF worth $5.03M as of Q1 2026.
Allie Family Office 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 2.2% of Allie Family Office's portfolio in Q1 2026, its #11 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 17 quarters since.
Allie Family Office's iShares Core S&P Total US Stock Market ETF position peaked at $5.13M 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 Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.