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

AlphaCore Capital’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	$5.92M	Buy	41,529 +4,171	+11%	+$620K	0.14%	133
2025 Q4	$5.55M	Buy	37,358 +34,669	+1,289%	+$5.12M	0.12%	151
2025 Q3	$392K	Buy	2,689 +3	+0.1%	+$421	0.01%	515
2025 Q2	$363K	Buy	2,686 +2	+0.1%	+$250	0.01%	440
2025 Q1	$327K	Buy	+2,684	New	+$346K	0.03%	351
2024 Q1	–	Sell	-847	Closed	-$89.2K	–	262
2023 Q4	$89.2K	Sell	847 -95	-10%	-$9.31K	0.01%	257
2023 Q3	$89.1K	Hold	942	–	–	0.01%	251
2023 Q2	$92.1K	Buy	942 +125	+15%	+$11.6K	0.01%	222
2023 Q1	$74K	Buy	+817	New	+$72.5K	0.02%	160

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

AlphaCore Capital's ITOT Position: Q1 2026 in Review

AlphaCore Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q1 2026, buying an estimated $620K and bringing the position to 41,529 shares worth $5.92M. The position accounts for 0.14% of the portfolio, ranked #133.

AlphaCore Capital first reported a position in ITOT in Q1 2023 and has held it in 9 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

AlphaCore Capital held 41,529 shares of iShares Core S&P Total US Stock Market ETF worth $5.92M as of Q1 2026.
AlphaCore Capital bought 4,171 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $620K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of AlphaCore Capital's portfolio in Q1 2026, its #133 holding.
AlphaCore Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 9 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.