Elevate Wealth Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Elevate Wealth Advisory's ITOT Position: Q2 2026 in Review
Elevate Wealth Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, buying an estimated $196K and bringing the position to 110,597 shares worth $18.2M. The position accounts for 10.38% of the portfolio, ranked #1.
Elevate Wealth Advisory first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Elevate Wealth Advisory held 110,597 shares of iShares Core S&P Total US Stock Market ETF worth $18.2M as of Q2 2026.
- Elevate Wealth Advisory bought 1,237 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $196K.
- iShares Core S&P Total US Stock Market ETF made up 10.38% of Elevate Wealth Advisory's portfolio in Q2 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 11 quarters since.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.