Avantax Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
Avantax Advisory Services's ITOT Position: Q2 2025 in Review
Avantax Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2025, buying an estimated $346K and bringing the position to 144,878 shares worth $19.6M. The position accounts for 0.11% of the portfolio, ranked #147.
Avantax Advisory Services first reported a position in ITOT in Q4 2018 and has held it in 27 quarters since. The position peaked at $20.2M in Q4 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.
- Avantax Advisory Services held 144,878 shares of iShares Core S&P Total US Stock Market ETF worth $19.6M as of Q2 2025.
- Avantax Advisory Services bought 2,775 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $346K.
- iShares Core S&P Total US Stock Market ETF made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #147 holding.
- Avantax Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
- Avantax Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $20.2M in Q4 2024.
- 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.