Alta Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Alta Wealth Advisors’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	$4.13M	Sell	25,119 -1,880	-7%	-$298K	1.12%	20
2026 Q1	$3.85M	Sell	26,999 -34	-0.1%	-$5.06K	1.25%	18
2025 Q4	$4.02M	Buy	27,033 +1,728	+7%	+$255K	1.34%	17
2025 Q3	$3.69M	Buy	25,305 +2,710	+12%	+$380K	1.32%	18
2025 Q2	$3.05M	Buy	22,595 +5,108	+29%	+$637K	1.44%	16
2025 Q1	$2.13M	Buy	17,487 +88	+0.5%	+$11.3K	0.98%	23
2024 Q4	$2.24M	Buy	17,399 +301	+2%	+$39K	0.98%	23
2024 Q3	$2.15M	Buy	17,098 +1,670	+11%	+$202K	0.98%	22
2024 Q2	$1.83M	Sell	15,428 -59	-0.4%	-$6.77K	0.91%	24
2024 Q1	$1.79M	Sell	15,487 -218	-1%	-$23.9K	0.91%	25
2023 Q4	$1.65M	Buy	15,705 +5,000	+47%	+$490K	0.92%	27
2023 Q3	$1.01M	Buy	10,705 +486	+5%	+$47.8K	0.62%	50
2023 Q2	$1,000K	Sell	10,219 -136	-1%	-$12.6K	0.59%	49
2023 Q1	$938K	Buy	10,355 +1,151	+13%	+$102K	0.59%	50
2022 Q4	$780K	Sell	9,204 -600	-6%	-$51.2K	0.53%	56
2022 Q3	$780K	Buy	9,804 +100	+1%	+$8.84K	0.56%	51
2022 Q2	$814K	Sell	9,704 -200	-2%	-$18.2K	0.56%	51
2022 Q1	$1M	Sell	9,904 -200	-2%	-$19.9K	0.59%	47
2021 Q4	$1.08M	Sell	10,104 -650	-6%	-$67.9K	0.67%	45
2021 Q3	$1.06M	Sell	10,754 -1	-0%	-$101	0.77%	41
2021 Q2	$1.06M	Sell	10,755 -704	-6%	-$67.7K	0.78%	41
2021 Q1	$1.05M	Sell	11,459 -3	-0%	-$269	0.88%	31
2020 Q4	$988K	Buy	+11,462	New	+$928K	0.83%	37

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

FPAS

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

Alta Wealth Advisors's ITOT Position: Q2 2026 in Review

Alta Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7% in Q2 2026, selling an estimated $298K and leaving 25,119 shares worth $4.13M. The position accounts for 1.12% of the portfolio, ranked #20.

Alta Wealth Advisors first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Alta Wealth Advisors held 25,119 shares of iShares Core S&P Total US Stock Market ETF worth $4.13M as of Q2 2026.
Alta Wealth Advisors sold 1,880 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $298K.
iShares Core S&P Total US Stock Market ETF made up 1.12% of Alta Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Alta Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.