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ITOT icon

AlTi Global’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

AlTi Global’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 		$492M Buy
2,992,236
+91,475
+3% +$14.5M 10.16% 2
2026
Q1 		$413M Buy
2,900,761
+148,477
+5% +$22.1M 8.98% 2
2025
Q4 		$409M Buy
2,752,284
+546
+0% +$80.6K 8.77% 2
2025
Q3 		$401M Buy
2,751,738
+105,811
+4% +$14.8M 9.4% 2
2025
Q2 		$357M Buy
2,645,927
+103,897
+4% +$13M 8.96% 2
2025
Q1 		$310M Buy
2,542,030
+116,017
+5% +$15M 8.13% 3
2024
Q4 		$312M Sell
2,426,013
-17,092
-0.7% -$2.21M 7.53% 3
2024
Q3 		$307M Buy
2,443,105
+56,792
+2% +$6.88M 7.38% 3
2024
Q2 		$283M Buy
2,386,313
+167,538
+8% +$19.2M 7.61% 4
2024
Q1 		$256M Buy
2,218,775
+48,960
+2% +$5.37M 7.11% 4
2023
Q4 		$228M Buy
+2,169,815
New +$213M 6.99% 5

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

AlTi Global's ITOT Position: Q2 2026 in Review

AlTi Global increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q2 2026, buying an estimated $14.5M and bringing the position to 2,992,236 shares worth $492M. The position accounts for 10.16% of the portfolio, ranked #2.

AlTi Global first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • AlTi Global held 2,992,236 shares of iShares Core S&P Total US Stock Market ETF worth $492M as of Q2 2026.
  • AlTi Global bought 91,475 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.5M.
  • iShares Core S&P Total US Stock Market ETF made up 10.16% of AlTi Global's portfolio in Q2 2026, its #2 holding.
  • AlTi Global first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.