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Allred Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Allred Capital Management’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 		$250K Hold
1,753
– – 0.09% 144
2025
Q4 		$261K Sell
1,753
-34
-2% -$5.02K 0.09% 138
2025
Q3 		$260K Hold
1,787
– – 0.09% 154
2025
Q2 		$241K Buy
1,787
+71
+4% +$8.86K 0.09% 147
2025
Q1 		$209K Sell
1,716
-412
-19% -$53.1K 0.08% 157
2024
Q4 		$274K Hold
2,128
– – 0.11% 149
2024
Q3 		$267K Buy
+2,128
New +$258K 0.11% 140

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

Allred Capital Management's ITOT Position: Q1 2026 in Review

Allred Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,753 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #144.

Allred Capital Management first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $274K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Allred Capital Management held 1,753 shares of iShares Core S&P Total US Stock Market ETF worth $250K as of Q1 2026.
  • Allred Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Allred Capital Management's portfolio in Q1 2026, its #144 holding.
  • Allred Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Allred Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $274K in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.