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

Elevate Wealth Advisory’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	$15.6M	Buy	109,360 +4,257	+4%	+$633K	9.83%	1
2025 Q4	$15.6M	Buy	105,103 +1,964	+2%	+$290K	10.68%	1
2025 Q3	$15M	Sell	103,139 -2,089	-2%	-$293K	10.92%	1
2025 Q2	$14.2M	Sell	105,228 -2,340	-2%	-$292K	10.11%	1
2025 Q1	$13.1M	Sell	107,568 -1,165	-1%	-$150K	9.3%	1
2024 Q4	$13.9M	Buy	108,733 +1,252	+1%	+$162K	10.43%	1
2024 Q3	$13.5M	Buy	107,481 +2	+0%	+$242	10.02%	1
2024 Q2	$12.8M	Buy	107,479 +6,662	+7%	+$765K	10.36%	1
2024 Q1	$11.6M	Buy	100,817 +15,608	+18%	+$1.71M	10.12%	1
2023 Q4	$8.97M	Buy	+85,209	New	+$8.35M	8.22%	3

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

Elevate Wealth Advisory's ITOT Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q1 2026, buying an estimated $633K and bringing the position to 109,360 shares worth $15.6M. The position accounts for 9.83% of the portfolio, ranked #1.

Elevate Wealth Advisory first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.6M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Elevate Wealth Advisory held 109,360 shares of iShares Core S&P Total US Stock Market ETF worth $15.6M as of Q1 2026.
Elevate Wealth Advisory bought 4,257 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $633K.
iShares Core S&P Total US Stock Market ETF made up 9.83% of Elevate Wealth Advisory's portfolio in Q1 2026, its #1 holding.
Elevate Wealth Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $15.6M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.