L.J. Altfest & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

L.J. Altfest & Co’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	$316K	Buy	2,219 +5	+0.2%	+$743	0.03%	265
2025 Q4	$329K	Buy	2,214 +7	+0.3%	+$1.03K	0.04%	276
2025 Q3	$321K	Buy	2,207 +6	+0.3%	+$841	0.04%	276
2025 Q2	$297K	Buy	2,201 +7	+0.3%	+$873	0.04%	284
2025 Q1	$268K	Buy	2,194 +6	+0.3%	+$773	0.03%	286
2024 Q4	$281K	Buy	2,188 +8	+0.4%	+$1.04K	0.04%	278
2024 Q3	$274K	Buy	2,180 +8	+0.4%	+$969	0.04%	283
2024 Q2	$258K	Sell	2,172 -15	-0.7%	-$1.72K	0.04%	272
2024 Q1	$252K	Sell	2,187 -462	-17%	-$50.7K	0.04%	281
2023 Q4	$279K	Buy	2,649 +41	+2%	+$4.02K	0.04%	260
2023 Q3	$246K	Buy	+2,608	New	+$256K	0.04%	264

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

L.J. Altfest & Co's ITOT Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q1 2026, buying an estimated $743 and bringing the position to 2,219 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #265.

L.J. Altfest & Co first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $329K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

L.J. Altfest & Co held 2,219 shares of iShares Core S&P Total US Stock Market ETF worth $316K as of Q1 2026.
L.J. Altfest & Co bought 5 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $743.
iShares Core S&P Total US Stock Market ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #265 holding.
L.J. Altfest & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
L.J. Altfest & Co's iShares Core S&P Total US Stock Market ETF position peaked at $329K 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 L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.