How many shares of ITOT does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 26,715 shares of ITOT (ISHARES CORE S&P TOTAL U.S.).

What is AE Wealth Management LLC's ITOT position worth?

As of 2026-Q2, AE Wealth Management LLC's ITOT position is worth $4.4M.

Is AE Wealth Management LLC buying or selling ITOT?

In 2026-Q2, AE Wealth Management LLC increased their ITOT position (+8.3% change in shares).

When did AE Wealth Management LLC first buy ITOT?

Based on available 13F filings, AE Wealth Management LLC first reported a position in ITOT in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

ITOT
30 quarters

Position history for AE Wealth Management LLC's holdings in ISHARES CORE S&P TOTAL U.S.

Current Value

$4.4M

Current Shares

26,715

Total Value Change

-$13.3M

Total Shares Change

-248,568

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	26,715	+8.3%	$4.4M	0.0%	$164.27	29
2026-Q1	Increased	24,657	+12.4%	$3.5M	0.0%	$148.83	30
2025-Q4	Increased	21,936	+1.1%	$3.3M	0.0%	$149.80	27
2025-Q3	Increased	21,698	+3.7%	$3.2M	0.0%	$144.73	27
2025-Q2	Increased	20,928	+35.0%	$2.8M	0.0%	$133.52	34
2025-Q1	Decreased	15,500	-3.2%	$1.9M	0.0%	$120.29	0
2024-Q4	Increased	16,010	+0.9%	$2.1M	0.0%	$127.50	26
2024-Q3	Decreased	15,859	-3.3%	$2M	0.0%	$123.23	0
2024-Q2	Decreased	16,397	-14.1%	$1.9M	0.0%	$116.52	0
2024-Q1	Decreased	19,092	-86.9%	$2.2M	0.0%	$112.78	0
2023-Q4	Increased	145,711	+1.6%	$15.6M	0.1%	$102.65	29
2023-Q3	Increased	143,366	+29.4%	$13.5M	0.1%	$91.47	35
2023-Q2	Increased	110,828	+1.2%	$10.8M	0.1%	$93.55	28
2023-Q1	Decreased	109,549	-62.3%	$9.9M	0.1%	$85.97	0
2022-Q4	Decreased	290,314	-36.5%	$24.6M	0.2%	$81.40	0
2022-Q3	Decreased	457,565	-26.4%	$36.4M	0.3%	$77.02	0
2022-Q2	Increased	621,832	+93.4%	$52.1M	0.4%	$80.31	56
2022-Q1	Decreased	321,541	-40.6%	$32.5M	0.2%	$97.13	0
2021-Q4	Increased	541,023	+133.8%	$57.9M	0.4%	$101.37	57
2021-Q3	Increased	231,389	+132.8%	$22.8M	0.2%	$93.66	55
2021-Q2	Decreased	99,371	-1.5%	$9.8M	0.1%	$92.74	0
2021-Q1	Decreased	100,926	-13.7%	$9.2M	0.1%	$85.26	0
2020-Q4	Decreased	116,907	-60.4%	$10.1M	0.1%	$80.10	0
2020-Q3	Decreased	294,916	-10.0%	$22.3M	0.3%	$69.61	0
2020-Q2	Decreased	327,633	-29.2%	$22.8M	0.4%	$63.34	0
2020-Q1	Decreased	462,547	-16.1%	$26.5M	0.6%	$53.51	0
2019-Q4	Increased	551,393	+11.9%	$40.1M	0.9%	$66.42	46
2019-Q3	Decreased	492,517	-5.8%	$33M	1.0%	$60.80	0
2019-Q2	Increased	522,956	+90.0%	$34.8M	1.0%	$60.40	72
2019-Q1	New	275,283	-	$17.7M	1.2%	$58.06	65

Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN, BNP PARIBAS FINANCIAL MARKETS

ITOT30 quarters

ITOT
30 quarters