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AmeriFlex Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

AmeriFlex Group’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 		$93.4K Buy
568
+86
+18% +$13.7K 0.04% 348
2026
Q1 		$68.7K Buy
482
+75
+18% +$11.2K 0.03% 361
2025
Q4 		$60.5K Buy
407
+355
+683% +$52.4K 0.03% 381
2025
Q3 		$7.57K Sell
52
-904
-95% -$127K ﹤0.01% 841
2025
Q2 		$128K Sell
956
-842
-47% -$105K 0.07% 227
2025
Q1 		$219K Sell
1,798
-244
-12% -$31.4K 0.09% 216
2024
Q4 		$270K Buy
+2,042
New +$264K 0.12% 157

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

AmeriFlex Group's ITOT Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 18% in Q2 2026, buying an estimated $13.7K and bringing the position to 568 shares worth $93.4K. The position accounts for 0.04% of the portfolio, ranked #348.

AmeriFlex Group first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • AmeriFlex Group held 568 shares of iShares Core S&P Total US Stock Market ETF worth $93.4K as of Q2 2026.
  • AmeriFlex Group bought 86 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #348 holding.
  • AmeriFlex Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's iShares Core S&P Total US Stock Market ETF position peaked at $270K in Q4 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.