WA
ITOT icon

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

Wealth Alliance’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 		$1.44M Buy
10,082
+2,239
+29% +$333K 0.14% 137
2025
Q4 		$1.17M Buy
7,843
+3,955
+102% +$584K 0.11% 161
2025
Q3 		$566K Buy
3,888
+694
+22% +$97.3K 0.06% 277
2025
Q2 		$431K Sell
3,194
-402
-11% -$50.2K 0.05% 331
2025
Q1 		$439K Buy
+3,596
New +$463K 0.05% 304

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

Wealth Alliance's ITOT Position: Q1 2026 in Review

Wealth Alliance increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 29% in Q1 2026, buying an estimated $333K and bringing the position to 10,082 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #137.

Wealth Alliance first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Wealth Alliance held 10,082 shares of iShares Core S&P Total US Stock Market ETF worth $1.44M as of Q1 2026.
  • Wealth Alliance bought 2,239 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $333K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Wealth Alliance's portfolio in Q1 2026, its #137 holding.
  • Wealth Alliance first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 5 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 Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.