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

Empower Advisory Group’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	$16.7M	Sell	101,566 -11,445	-10%	-$1.82M	0.04%	148
2026 Q1	$16.1M	Buy	113,011 +5,355	+5%	+$796K	0.04%	141
2025 Q4	$16M	Sell	107,656 -30,007	-22%	-$4.43M	0.04%	148
2025 Q3	$20.1M	Buy	137,663 +1,808	+1%	+$254K	0.06%	136
2025 Q2	$18.3M	Sell	135,855 -25,702	-16%	-$3.21M	0.05%	136
2025 Q1	$19.7M	Sell	161,557 -31,823	-16%	-$4.1M	0.06%	134
2024 Q4	$24.9M	Buy	193,380 +136	+0.1%	+$17.6K	0.08%	128
2024 Q3	$24.3M	Buy	193,244 +5,012	+3%	+$607K	0.08%	122
2024 Q2	$22.4M	Sell	188,232 -15,659	-8%	-$1.8M	0.08%	121
2024 Q1	$23.5M	Sell	203,891 -1,965,995	-91%	-$216M	0.09%	121
2023 Q4	$228M	Sell	2,169,886 -475,452	-18%	-$46.6M	0.9%	24
2023 Q3	$249M	Buy	2,645,338 +2,480,393	+1,504%	+$244M	1.1%	22
2023 Q2	$16.1M	Buy	164,945 +23,616	+17%	+$2.18M	0.07%	133
2023 Q1	$12.8M	Buy	+141,329	New	+$12.5M	0.06%	148

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Empower Advisory Group's ITOT Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q2 2026, selling an estimated $1.82M and leaving 101,566 shares worth $16.7M. The position accounts for 0.04% of the portfolio, ranked #148.

Empower Advisory Group first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $249M in Q3 2023. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Empower Advisory Group held 101,566 shares of iShares Core S&P Total US Stock Market ETF worth $16.7M as of Q2 2026.
Empower Advisory Group sold 11,445 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.82M.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Empower Advisory Group's portfolio in Q2 2026, its #148 holding.
Empower Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $249M in Q3 2023.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.