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

Prevail Innovative 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
Q2 		$263K Hold
1,600
– – 0.04% 172
2026
Q1 		$228K Hold
1,600
– – 0.04% 167
2025
Q4 		$238K Sell
1,600
-54
-3% -$7.97K 0.04% 176
2025
Q3 		$241K Buy
+1,654
New +$232K 0.05% 189

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Prevail Innovative Wealth Advisors's ITOT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,600 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #172.

Prevail Innovative Wealth Advisors first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 1,600 shares of iShares Core S&P Total US Stock Market ETF worth $263K as of Q2 2026.
  • Prevail Innovative Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Prevail Innovative Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.