AWP
ITOT icon

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

Axis Wealth Partners’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 		$252K Sell
1,532
-702
-31% -$111K 0.12% 153
2026
Q1 		$318K Buy
2,234
+1
+0% +$149 0.17% 134
2025
Q4 		$332K Buy
2,233
+23
+1% +$3.39K 0.18% 129
2025
Q3 		$322K Buy
2,210
+16
+0.7% +$2.24K 0.19% 118
2025
Q2 		$296K Sell
2,194
-1,401
-39% -$175K 0.19% 118
2025
Q1 		$439K Buy
3,595
+35
+1% +$4.51K 0.32% 89
2024
Q4 		$458K Buy
+3,560
New +$461K 0.39% 79

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

Axis Wealth Partners's ITOT Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 31% in Q2 2026, selling an estimated $111K and leaving 1,532 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #153.

Axis Wealth Partners first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $458K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Axis Wealth Partners held 1,532 shares of iShares Core S&P Total US Stock Market ETF worth $252K as of Q2 2026.
  • Axis Wealth Partners sold 702 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $111K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Axis Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Axis Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $458K in Q4 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.