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

Angeles Wealth Management’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	$128K	Buy	900 +183	+26%	+$27.2K	0.01%	436
2025 Q4	$107K	Buy	717 +418	+140%	+$61.7K	0.01%	395
2025 Q3	$43.5K	Sell	299 -11	-4%	-$1.54K	﹤0.01%	376
2025 Q2	$41.9K	Sell	310 -164	-35%	-$20.5K	﹤0.01%	384
2025 Q1	$57.8K	Hold	474	–	–	﹤0.01%	327
2024 Q4	$61K	Buy	474 +11	+2%	+$1.42K	0.01%	334
2024 Q3	$58.2K	Hold	463	–	–	0.01%	295
2024 Q2	$55K	Buy	463 +36	+8%	+$4.13K	0.01%	260
2024 Q1	$49.2K	Buy	427 +164	+62%	+$18K	﹤0.01%	253
2023 Q4	$27.7K	Buy	263 +46	+21%	+$4.51K	﹤0.01%	237
2023 Q3	$20.4K	Buy	217 +125	+136%	+$12.3K	﹤0.01%	214
2023 Q2	$9K	Hold	92	–	–	﹤0.01%	214
2023 Q1	$8.33K	Sell	92 -2,148	-96%	-$191K	﹤0.01%	204
2022 Q4	$190K	Buy	+2,240	New	+$191K	0.03%	171

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

Angeles Wealth Management's ITOT Position: Q1 2026 in Review

Angeles Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 26% in Q1 2026, buying an estimated $27.2K and bringing the position to 900 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #436.

Angeles Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $190K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Angeles Wealth Management held 900 shares of iShares Core S&P Total US Stock Market ETF worth $128K as of Q1 2026.
Angeles Wealth Management bought 183 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $27.2K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #436 holding.
Angeles Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Angeles Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $190K in Q4 2022.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.