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

Investment 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
Q1 		$7.05M Buy
49,477
+6,827
+16% +$1.02M 1.79% 11
2025
Q4 		$6.34M Buy
42,650
+510
+1% +$75.3K 1.63% 11
2025
Q3 		$6.14M Buy
42,140
+492
+1% +$69K 1.67% 13
2025
Q2 		$5.62M Buy
41,648
+315
+0.8% +$39.3K 1.7% 13
2025
Q1 		$5.04M Buy
41,333
+774
+2% +$99.8K 1.69% 14
2024
Q4 		$5.22M Buy
40,559
+1,249
+3% +$162K 1.75% 16
2024
Q3 		$4.94M Sell
39,310
-6
-0% -$726 1.71% 15
2024
Q2 		$4.67M Buy
39,316
+361
+0.9% +$41.4K 1.8% 16
2024
Q1 		$4.49M Buy
38,955
+401
+1% +$44K 1.86% 15
2023
Q4 		$4.06M Buy
38,554
+872
+2% +$85.5K 1.86% 15
2023
Q3 		$3.55M Sell
37,682
-135
-0.4% -$13.3K 1.84% 14
2023
Q2 		$3.7M Buy
37,817
+2,777
+8% +$257K 1.89% 15
2023
Q1 		$3.17M Buy
35,040
+457
+1% +$40.6K 1.82% 15
2022
Q4 		$2.93M Buy
34,583
+1,264
+4% +$108K 1.8% 16
2022
Q3 		$2.65M Sell
33,319
-1,135
-3% -$100K 1.84% 14
2022
Q2 		$2.88M Buy
34,454
+426
+1% +$38.8K 1.96% 15
2022
Q1 		$3.43M Buy
34,028
+116
+0.3% +$11.6K 2.09% 12
2021
Q4 		$3.42M Buy
+33,912
New +$3.54M 2.19% 12

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Investment Advisory Group's ITOT Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q1 2026, buying an estimated $1.02M and bringing the position to 49,477 shares worth $7.05M. The position accounts for 1.79% of the portfolio, ranked #11.

Investment Advisory Group first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Investment Advisory Group held 49,477 shares of iShares Core S&P Total US Stock Market ETF worth $7.05M as of Q1 2026.
  • Investment Advisory Group bought 6,827 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Core S&P Total US Stock Market ETF made up 1.79% of Investment Advisory Group's portfolio in Q1 2026, its #11 holding.
  • Investment Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.