Wealth Alliance Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealth Alliance Advisory Group’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	$779K	Buy	4,740 +1,315	+38%	+$209K	0.11%	95
2026 Q1	$488K	Hold	3,425	–	–	0.08%	117
2025 Q4	$509K	Hold	3,425	–	–	0.09%	116
2025 Q3	$499K	Sell	3,425 -868	-20%	-$122K	0.09%	112
2025 Q2	$580K	Hold	4,293	–	–	0.11%	102
2025 Q1	$524K	Buy	4,293 +1,799	+72%	+$232K	0.11%	109
2024 Q4	$321K	Sell	2,494 -40	-2%	-$5.18K	0.07%	133
2024 Q3	$318K	Hold	2,534	–	–	0.07%	139
2024 Q2	$301K	Hold	2,534	–	–	0.07%	145
2024 Q1	$292K	Hold	2,534	–	–	0.07%	144
2023 Q4	$267K	Sell	2,534 -26	-1%	-$2.55K	0.07%	148
2023 Q3	$241K	Hold	2,560	–	–	0.07%	148
2023 Q2	$251K	Sell	2,560 -863	-25%	-$79.8K	0.09%	141
2023 Q1	$310K	Sell	3,423 -198	-5%	-$17.6K	0.12%	120
2022 Q4	$307K	Sell	3,621 -3,594	-50%	-$307K	0.12%	113
2022 Q3	$574K	Sell	7,215 -178,806	-96%	-$15.8M	0.25%	62
2022 Q2	$15.6M	Buy	186,021 +49,690	+36%	+$4.53M	7.36%	3
2022 Q1	$13.8M	Sell	136,331 -10,090	-7%	-$1.01M	5.97%	5
2021 Q4	$15.7M	Buy	146,421 +17,767	+14%	+$1.86M	6.81%	3
2021 Q3	$12.7M	Buy	128,654 +1,905	+2%	+$193K	6.15%	5
2021 Q2	$12.5M	Buy	126,749 +2,086	+2%	+$201K	6.09%	5
2021 Q1	$11.4M	Sell	124,663 -1,395	-1%	-$125K	5.86%	4
2020 Q4	$10.9M	Buy	126,058 +51,528	+69%	+$4.17M	5.88%	5
2020 Q3	$5.63M	Sell	74,530 -38,123	-34%	-$2.84M	3.33%	9
2020 Q2	$7.82M	Sell	112,653 -76,268	-40%	-$4.99M	4.79%	6
2020 Q1	$10.8M	Buy	188,921 +69,373	+58%	+$4.76M	8.39%	1
2019 Q4	$8.69M	Buy	119,548 +251	+0.2%	+$17.5K	4.96%	6
2019 Q3	$7.99M	Buy	119,297 +955	+0.8%	+$64K	4.97%	6
2019 Q2	$8.08M	Buy	118,342 +3,503	+3%	+$230K	4.98%	5
2019 Q1	$7.54M	Sell	114,839 -979	-0.8%	-$60.7K	4.87%	6
2018 Q4	$6.57M	Buy	+115,818	New	+$7.12M	4.92%	6
2018 Q1	–	Sell	-5,337	Closed	-$326K	–	122
2017 Q4	$326K	Buy	+5,337	New	+$318K	0.29%	66

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealth Alliance Advisory Group's ITOT Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 38% in Q2 2026, buying an estimated $209K and bringing the position to 4,740 shares worth $779K. The position accounts for 0.11% of the portfolio, ranked #95.

Wealth Alliance Advisory Group first reported a position in ITOT in Q4 2017 and has held it in 32 quarters since. The position peaked at $15.7M in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wealth Alliance Advisory Group held 4,740 shares of iShares Core S&P Total US Stock Market ETF worth $779K as of Q2 2026.
Wealth Alliance Advisory Group bought 1,315 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $209K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #95 holding.
Wealth Alliance Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 32 quarters since.
Wealth Alliance Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $15.7M in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.