Opal Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Opal Wealth Advisors’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	$250K	Buy	+1,754	New	+$261K	0.06%	172
2025 Q3	–	Sell	-816	Closed	-$110K	–	367
2025 Q2	$110K	Buy	816 +1	+0.1%	+$125	0.03%	261
2025 Q1	$99.5K	Buy	+815	New	+$105K	0.03%	275
2024 Q3	–	Sell	-815	Closed	-$96.8K	–	682
2024 Q2	$96.8K	Buy	+815	New	+$93.5K	0.03%	273

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

Opal Wealth Advisors's ITOT Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 1,754 shares worth $250K. The stake represents 0.06% of the portfolio and ranks #172 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ITOT as recently as Q2 2025.

Opal Wealth Advisors first reported a position in ITOT in Q2 2024 and has held it in 4 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Opal Wealth Advisors held 1,754 shares of iShares Core S&P Total US Stock Market ETF worth $250K as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Opal Wealth Advisors position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #172 holding.
Opal Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 4 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.