Independent Advisor Alliance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Independent Advisor Alliance’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	$963K	Sell	5,863 -37,135	-86%	-$5.89M	0.02%	473
2026 Q1	$6.12M	Buy	42,998 +37,029	+620%	+$5.51M	0.07%	270
2025 Q4	$887K	Buy	5,969 +39	+0.7%	+$5.76K	0.02%	501
2025 Q3	$864K	Sell	5,930 -151	-2%	-$21.2K	0.02%	475
2025 Q2	$821K	Buy	6,081 +711	+13%	+$88.7K	0.02%	452
2025 Q1	$655K	Sell	5,370 -27,354	-84%	-$3.53M	0.02%	459
2024 Q4	$4.21M	Buy	+32,724	New	+$4.24M	0.06%	309
2024 Q3	–	Sell	-2,110	Closed	-$251K	–	734
2024 Q2	$251K	Hold	2,110	–	–	0.01%	616
2024 Q1	$243K	Sell	2,110 -37,120	-95%	-$4.07M	0.01%	617
2023 Q4	$4.13M	Buy	39,230 +910	+2%	+$89.2K	0.15%	119
2023 Q3	$3.61M	Sell	38,320 -195	-0.5%	-$19.2K	0.16%	119
2023 Q2	$3.77M	Sell	38,515 -14,533	-27%	-$1.34M	0.17%	115
2023 Q1	$4.8M	Buy	53,048 +850	+2%	+$75.5K	0.23%	89
2022 Q4	$4.43M	Sell	52,198 -12,716	-20%	-$1.09M	1.52%	9
2022 Q3	$5.16M	Sell	64,914 -19	-0%	-$1.68K	0.3%	79
2022 Q2	$5.44M	Buy	64,933 +3,095	+5%	+$282K	0.3%	74
2022 Q1	$6.24M	Buy	61,838 +45,423	+277%	+$4.53M	0.3%	74
2021 Q4	$1.76M	Buy	+16,415	New	+$1.72M	0.09%	181
2020 Q1	–	Sell	-25,141	Closed	-$1.83M	–	633
2019 Q4	$1.83M	Buy	+25,141	New	+$1.75M	0.08%	254

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

Independent Advisor Alliance's ITOT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 86% in Q2 2026, selling an estimated $5.89M and leaving 5,863 shares worth $963K. The position accounts for 0.02% of the portfolio, ranked #473.

Independent Advisor Alliance first reported a position in ITOT in Q4 2019 and has held it in 19 quarters since. The position peaked at $6.24M in Q1 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Independent Advisor Alliance held 5,863 shares of iShares Core S&P Total US Stock Market ETF worth $963K as of Q2 2026.
Independent Advisor Alliance sold 37,135 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.89M.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #473 holding.
Independent Advisor Alliance first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 19 quarters since.
Independent Advisor Alliance's iShares Core S&P Total US Stock Market ETF position peaked at $6.24M in Q1 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.