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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
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 $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

Savvy Advisors Inc's ITOT Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 56% in Q1 2026, buying an estimated $1.33M and bringing the position to 24,859 shares worth $3.54M. The position accounts for 0.09% of the portfolio, ranked #166.

Savvy Advisors Inc first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Savvy Advisors Inc held 24,859 shares of iShares Core S&P Total US Stock Market ETF worth $3.54M as of Q1 2026.
  • Savvy Advisors Inc bought 8,923 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.33M.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #166 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 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.