AFPL
ITOT icon

Advus Financial Partners, LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Advus Financial Partners, LLC’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 		$32.8M Sell
199,788
-6,863
-3% -$1.09M 7.45% 1
2026
Q1 		$29.4M Sell
206,651
-36,994
-15% -$5.5M 7.37% 1
2025
Q4 		$36.2M Buy
243,645
+4,741
+2% +$700K 8.77% 1
2025
Q3 		$34.8M Sell
238,904
-5,794
-2% -$813K 8.36% 1
2025
Q2 		$33M Sell
244,698
-2,192
-0.9% -$274K 8.44% 1
2025
Q1 		$30.1M Sell
246,890
-4,212
-2% -$543K 8.44% 2
2024
Q4 		$32.3M Sell
251,102
-4,509
-2% -$584K 9.09% 2
2024
Q3 		$32.1M Sell
255,611
-481
-0.2% -$58.2K 9.16% 2
2024
Q2 		$30.4M Buy
256,092
+575
+0.2% +$66K 9.27% 2
2024
Q1 		$29.5M Buy
255,517
+6,008
+2% +$659K 9.11% 2
2023
Q4 		$26.3M Buy
249,509
+9,500
+4% +$931K 9.01% 2
2023
Q3 		$22.6M Buy
240,009
+42,729
+22% +$4.2M 8.89% 2
2023
Q2 		$19.3M Buy
197,280
+40,573
+26% +$3.75M 7.44% 2
2023
Q1 		$14.2M Buy
156,707
+134,245
+598% +$11.9M 5.87% 3
2022
Q4 		$1.9M Buy
22,462
+2,004
+10% +$171K 0.83% 26
2022
Q3 		$1.63M Buy
20,458
+927
+5% +$82K 0.87% 26
2022
Q2 		$1.64M Sell
19,531
-4,201
-18% -$383K 0.86% 25
2022
Q1 		$2.4M Buy
+23,732
New +$2.37M 1.22% 17
2021
Q3 		$2.61M Buy
+24,396
New +$2.47M 1.44% 15

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

Advus Financial Partners, LLC's ITOT Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, selling an estimated $1.09M and leaving 199,788 shares worth $32.8M. The position accounts for 7.45% of the portfolio, ranked #1.

Advus Financial Partners, LLC first reported a position in ITOT in Q3 2021 and has held it in 19 quarters since. The position peaked at $36.2M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Advus Financial Partners, LLC held 199,788 shares of iShares Core S&P Total US Stock Market ETF worth $32.8M as of Q2 2026.
  • Advus Financial Partners, LLC sold 6,863 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.09M.
  • iShares Core S&P Total US Stock Market ETF made up 7.45% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #1 holding.
  • Advus Financial Partners, LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's iShares Core S&P Total US Stock Market ETF position peaked at $36.2M in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.