Aviso Financial
ITOT icon

Aviso Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Aviso Financial’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
Q3 		$89.3M Buy
537,187
+25,370
+5% +$4.22M 3.04% 10
2026
Q2 		$84.1M Buy
511,817
+46,232
+10% +$7.34M 2.92% 9
2026
Q1 		$66.3M Buy
465,585
+66,042
+17% +$9.8M 2.36% 17
2025
Q4 		$59.4M Buy
399,543
+37,973
+11% +$5.6M 2.26% 17
2025
Q3 		$52.7M Buy
361,570
+15,426
+4% +$2.16M 2.14% 18
2025
Q2 		$46.7M Buy
346,144
+22,197
+7% +$2.77M 2.11% 18
2025
Q1 		$39.5M Buy
323,947
+87,046
+37% +$11.2M 1.95% 18
2024
Q4 		$30.5M Buy
236,901
+13,199
+6% +$1.71M 1.54% 22
2024
Q3 		$28.1M Buy
223,702
+7,936
+4% +$961K 1.39% 23
2024
Q2 		$25.6M Buy
+215,766
New +$24.8M 1.43% 24

Other funds holding ITOT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Aviso Financial's ITOT Position: Q3 2026 in Review

Aviso Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q3 2026, buying an estimated $4.22M and bringing the position to 537,187 shares worth $89.3M. The position accounts for 3.04% of the portfolio, ranked #10.

Aviso Financial first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Aviso Financial held 537,187 shares of iShares Core S&P Total US Stock Market ETF worth $89.3M as of Q3 2026.
  • Aviso Financial bought 25,370 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $4.22M.
  • iShares Core S&P Total US Stock Market ETF made up 3.04% of Aviso Financial's portfolio in Q3 2026, its #10 holding.
  • Aviso Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
  • 1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.