Alpha Cubed Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$350K	Buy	2,357 +481	+26%	+$71K	0.01%	216
2025 Q3	$273K	Hold	1,876	–	–	0.01%	236
2025 Q2	$253K	Sell	1,876 -1,732	-48%	-$216K	0.01%	254
2025 Q1	$440K	Buy	3,608 +564	+19%	+$72.7K	0.02%	185
2024 Q4	$392K	Sell	3,044 -1,692	-36%	-$219K	0.02%	177
2024 Q3	$595K	Sell	4,736 -115	-2%	-$13.9K	0.03%	135
2024 Q2	$576K	Sell	4,851 -2,824	-37%	-$324K	0.03%	142
2024 Q1	$885K	Buy	7,675 +968	+14%	+$106K	0.05%	115
2023 Q4	$706K	Sell	6,707 -2,642	-28%	-$259K	0.04%	138
2023 Q3	$881K	Sell	9,349 -775	-8%	-$76.2K	0.06%	113
2023 Q2	$991K	Buy	10,124 +315	+3%	+$29.1K	0.07%	108
2023 Q1	$888K	Buy	9,809 +119	+1%	+$10.6K	0.06%	114
2022 Q4	$822K	Sell	9,690 -475	-5%	-$40.5K	0.06%	130
2022 Q3	$809K	Hold	10,165	–	–	0.06%	118
2022 Q2	$852K	Sell	10,165 -5,406	-35%	-$493K	0.06%	126
2022 Q1	$1.57M	Buy	15,571 +5,033	+48%	+$502K	0.1%	109
2021 Q4	$1.13M	Sell	10,538 -1,434	-12%	-$150K	0.07%	120
2021 Q3	$1.18M	Sell	11,972 -2,494	-17%	-$252K	0.09%	111
2021 Q2	$1.43M	Buy	14,466 +8,228	+132%	+$791K	0.1%	103
2021 Q1	$571K	Sell	6,238 -1,751	-22%	-$157K	0.04%	148
2020 Q4	$689K	Sell	7,989 -529	-6%	-$42.8K	0.06%	130
2020 Q3	$643K	Sell	8,518 -4,440	-34%	-$331K	0.06%	118
2020 Q2	$900K	Buy	12,958 +108	+0.8%	+$7.06K	0.1%	90
2020 Q1	$735K	Sell	12,850 -4,860	-27%	-$333K	0.09%	95
2019 Q4	$1.29M	Sell	17,710 -5,841	-25%	-$406K	0.13%	95
2019 Q3	$1.58M	Sell	23,551 -1,800	-7%	-$121K	0.18%	83
2019 Q2	$1.69M	Buy	25,351 +19,207	+313%	+$1.26M	0.2%	84
2019 Q1	$396K	Buy	6,144 +1,822	+42%	+$113K	0.05%	146
2018 Q4	$245K	Sell	4,322 -340	-7%	-$20.9K	0.04%	176
2018 Q3	$294K	Buy	4,662 +35	+0.8%	+$2.29K	0.03%	237
2018 Q2	$289K	Buy	+4,627	New	+$288K	0.04%	172

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Alpha Cubed Investments's ITOT Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 26% in Q4 2025, buying an estimated $71K and bringing the position to 2,357 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #216.

Alpha Cubed Investments first reported a position in ITOT in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.69M in Q2 2019. 1,645 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Alpha Cubed Investments held 2,357 shares of iShares Core S&P Total US Stock Market ETF worth $350K as of Q4 2025.
Alpha Cubed Investments bought 481 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $71K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #216 holding.
Alpha Cubed Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 31 quarters since.
Alpha Cubed Investments's iShares Core S&P Total US Stock Market ETF position peaked at $1.69M in Q2 2019.
1,645 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.