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

Apollon 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
Q2 		$8.4M Buy
51,136
+21,344
+72% +$3.39M 0.1% 179
2026
Q1 		$4.24M Sell
29,792
-490
-2% -$72.9K 0.07% 242
2025
Q4 		$4.5M Sell
30,282
-519
-2% -$76.6K 0.08% 218
2025
Q3 		$4.49M Buy
30,801
+93
+0.3% +$13K 0.08% 215
2025
Q2 		$4.15M Sell
30,708
-197
-0.6% -$24.6K 0.08% 212
2025
Q1 		$3.77M Sell
30,905
-763
-2% -$98.3K 0.08% 218
2024
Q4 		$4.07M Buy
31,668
+11,481
+57% +$1.49M 0.09% 191
2024
Q3 		$2.54M Sell
20,187
-2,597
-11% -$314K 0.07% 249
2024
Q2 		$2.71M Sell
22,784
-2,294
-9% -$263K 0.08% 222
2024
Q1 		$2.89M Sell
25,078
-29,089
-54% -$3.19M 0.09% 204
2023
Q4 		$5.7M Buy
54,167
+41,485
+327% +$4.07M 0.2% 93
2023
Q3 		$1.19M Sell
12,682
-15,622
-55% -$1.54M 0.06% 317
2023
Q2 		$2.77M Sell
28,304
-2,376
-8% -$220K 0.13% 163
2023
Q1 		$2.78M Buy
30,680
+17,201
+128% +$1.53M 0.17% 127
2022
Q4 		$1.14M Buy
13,479
+2,079
+18% +$177K 0.08% 265
2022
Q3 		$907K Buy
11,400
+529
+5% +$46.8K 0.07% 278
2022
Q2 		$911K Sell
10,871
-1,347
-11% -$123K 0.08% 286
2022
Q1 		$1.23M Buy
12,218
+4,703
+63% +$469K 0.09% 239
2021
Q4 		$804K Buy
7,515
+1,087
+17% +$114K 0.06% 346
2021
Q3 		$632K Buy
+6,428
New +$650K 0.09% 223
2021
Q2 		– Sell
-2,864
Closed -$262K – 371
2021
Q1 		$262K Sell
2,864
-5,019
-64% -$450K 0.05% 289
2020
Q4 		$680K Buy
+7,883
New +$638K 0.18% 106
2020
Q3 		– Sell
-6
Closed – – 413
2020
Q2 		$0 Buy
+6
New +$392 ﹤0.01% 747

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

Apollon Wealth Management's ITOT Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 72% in Q2 2026, buying an estimated $3.39M and bringing the position to 51,136 shares worth $8.4M. The position accounts for 0.1% of the portfolio, ranked #179.

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

  • Apollon Wealth Management held 51,136 shares of iShares Core S&P Total US Stock Market ETF worth $8.4M as of Q2 2026.
  • Apollon Wealth Management bought 21,344 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.39M.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of Apollon Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Apollon Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 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 Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.