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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Axis Wealth Partners's ITOT Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.04% in Q1 2026, buying an estimated $149 and bringing the position to 2,234 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #134.

Axis Wealth Partners first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $458K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Axis Wealth Partners held 2,234 shares of iShares Core S&P Total US Stock Market ETF worth $318K as of Q1 2026.
Axis Wealth Partners bought 1 iShares Core S&P Total US Stock Market ETF share in Q1 2026, an estimated $149.
iShares Core S&P Total US Stock Market ETF made up 0.17% of Axis Wealth Partners's portfolio in Q1 2026, its #134 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 6 quarters since.
Axis Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $458K in Q4 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.