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

Savvy Advisors Inc’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 		$4.14M Buy
25,202
+343
+1% +$54.4K 0.09% 180
2026
Q1 		$3.54M Buy
24,859
+8,923
+56% +$1.33M 0.09% 166
2025
Q4 		$2.37M Buy
15,936
+6,661
+72% +$983K 0.08% 198
2025
Q3 		$1.35M Sell
9,275
-494
-5% -$69.3K 0.06% 220
2025
Q2 		$1.32M Buy
+9,769
New +$1.22M 0.09% 169

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

Savvy Advisors Inc's ITOT Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, buying an estimated $54.4K and bringing the position to 25,202 shares worth $4.14M. The position accounts for 0.09% of the portfolio, ranked #180.

Savvy Advisors Inc first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Savvy Advisors Inc held 25,202 shares of iShares Core S&P Total US Stock Market ETF worth $4.14M as of Q2 2026.
  • Savvy Advisors Inc bought 343 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $54.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #180 holding.
  • Savvy Advisors Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.