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

Aventura Private Wealth’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	$8.21K	Sell	50 -8	-14%	-$1.27K	﹤0.01%	629
2026 Q1	$8.26K	Hold	58	–	–	﹤0.01%	567
2025 Q4	$8.62K	Hold	58	–	–	﹤0.01%	529
2025 Q3	$8.45K	Hold	58	–	–	﹤0.01%	518
2025 Q2	$7.83K	Buy	58 +45	+346%	+$5.62K	﹤0.01%	500
2025 Q1	$1.59K	Buy	+13	New	+$1.68K	﹤0.01%	624

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Aventura Private Wealth's ITOT Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, selling an estimated $1.27K and leaving 50 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Aventura Private Wealth first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.62K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Aventura Private Wealth held 50 shares of iShares Core S&P Total US Stock Market ETF worth $8.21K as of Q2 2026.
Aventura Private Wealth sold 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #629 holding.
Aventura Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Aventura Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $8.62K in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.