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

Amplius 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	$7.03M	Sell	42,805 -6,254	-13%	-$993K	0.52%	32
2026 Q1	$6.99M	Sell	49,059 -254	-0.5%	-$37.8K	0.58%	28
2025 Q4	$7.33M	Sell	49,313 -2,082	-4%	-$307K	0.62%	27
2025 Q3	$7.49M	Sell	51,395 -13,376	-21%	-$1.88M	0.65%	27
2025 Q2	$8.75M	Buy	64,771 +3,573	+6%	+$446K	0.81%	27
2025 Q1	$7.47M	Buy	61,198 +1,113	+2%	+$143K	0.78%	28
2024 Q4	$7.73M	Buy	60,085 +371	+0.6%	+$48K	0.79%	29
2024 Q3	$7.5M	Sell	59,714 -3,169	-5%	-$384K	0.82%	30
2024 Q2	$7.47M	Buy	62,883 +7,272	+13%	+$835K	0.83%	29
2024 Q1	$6.41M	Sell	55,611 -5,113	-8%	-$561K	0.72%	30
2023 Q4	$6.39M	Sell	60,724 -2,297	-4%	-$225K	0.77%	30
2023 Q3	$5.94M	Sell	63,021 -522	-0.8%	-$51.3K	0.8%	28
2023 Q2	$6.22M	Buy	63,543 +2,837	+5%	+$262K	0.84%	27
2023 Q1	$5.5M	Buy	60,706 +626	+1%	+$55.6K	0.79%	25
2022 Q4	$5.09M	Buy	60,080 +10,077	+20%	+$860K	0.81%	27
2022 Q3	$3.98M	Buy	50,003 +5,467	+12%	+$483K	0.71%	30
2022 Q2	$3.73M	Sell	44,536 -5,599	-11%	-$510K	0.6%	34
2022 Q1	$5.06M	Sell	50,135 -4,691	-9%	-$468K	0.78%	28
2021 Q4	$5.87M	Buy	+54,826	New	+$5.73M	0.81%	28

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, selling an estimated $993K and leaving 42,805 shares worth $7.03M. The position accounts for 0.52% of the portfolio, ranked #32.

Amplius Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.75M in Q2 2025. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Amplius Wealth Advisors held 42,805 shares of iShares Core S&P Total US Stock Market ETF worth $7.03M as of Q2 2026.
Amplius Wealth Advisors sold 6,254 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $993K.
iShares Core S&P Total US Stock Market ETF made up 0.52% of Amplius Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Amplius Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $8.75M in Q2 2025.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.