Forvis Mazars Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.2M | Sell |
338,550
-5,954
| -2% | -$885K | 0.92% | 17 |
|
|
2025
Q4 | $51.2M | Sell |
344,504
-7,526
| -2% | -$1.11M | 0.97% | 18 |
|
|
2025
Q3 | $51.3M | Sell |
352,030
-19,646
| -5% | -$2.76M | 1.02% | 17 |
|
|
2025
Q2 | $50.2M | Sell |
371,676
-13,594
| -4% | -$1.7M | 1.08% | 15 |
|
|
2025
Q1 | $47M | Sell |
385,270
-9,601
| -2% | -$1.24M | 1.13% | 12 |
|
|
2024
Q4 | $50.8M | Sell |
394,871
-3,941
| -1% | -$510K | 1.17% | 14 |
|
|
2024
Q3 | $50.1M | Sell |
398,812
-12,758
| -3% | -$1.54M | 1.15% | 17 |
|
|
2024
Q2 | $48.9M | Sell |
411,570
-1,834
| -0.4% | -$210K | 1.22% | 16 |
|
|
2024
Q1 | $47.7M | Sell |
413,404
-168,788
| -29% | -$18.5M | 1.21% | 18 |
|
|
2023
Q4 | $61.3M | Sell |
582,192
-172,584
| -23% | -$16.9M | 1.71% | 10 |
|
|
2023
Q3 | $71.1M | Buy |
754,776
+330,298
| +78% | +$32.5M | 2.15% | 9 |
|
|
2023
Q2 | $41.5M | Sell |
424,478
-4,391
| -1% | -$406K | 1.22% | 15 |
|
|
2023
Q1 | $38.8M | Sell |
428,869
-25,306
| -6% | -$2.25M | 1.27% | 15 |
|
|
2022
Q4 | $38.5M | Buy |
454,175
+74,500
| +20% | +$6.36M | 1.35% | 14 |
|
|
2022
Q3 | $30.2M | Buy |
379,675
+71,361
| +23% | +$6.31M | 1.22% | 11 |
|
|
2022
Q2 | $25.8M | Buy |
308,314
+74,455
| +32% | +$6.78M | 1.05% | 14 |
|
|
2022
Q1 | $23.6M | Buy |
233,859
+48,653
| +26% | +$4.85M | 1% | 17 |
|
|
2021
Q4 | $19.8M | Buy |
185,206
+617
| +0.3% | +$64.5K | 0.83% | 19 |
|
|
2021
Q3 | $18.2M | Sell |
184,589
-4,118
| -2% | -$416K | 0.83% | 20 |
|
|
2021
Q2 | $18.6M | Buy |
188,707
+1,468
| +0.8% | +$141K | 0.87% | 19 |
|
|
2021
Q1 | $17.2M | Buy |
187,239
+528
| +0.3% | +$47.4K | 0.85% | 19 |
|
|
2020
Q4 | $16.1M | Sell |
186,711
-7,303
| -4% | -$592K | 0.81% | 20 |
|
|
2020
Q3 | $14.6M | Sell |
194,014
-13,419
| -6% | -$1M | 0.85% | 19 |
|
|
2020
Q2 | $14.4M | Sell |
207,433
-19,749
| -9% | -$1.29M | 0.93% | 17 |
|
|
2020
Q1 | $13M | Buy |
227,182
+3,203
| +1% | +$220K | 1.07% | 16 |
|
|
2019
Q4 | $16.3M | Sell |
223,979
-10,081
| -4% | -$701K | 1.17% | 10 |
|
|
2019
Q3 | $15.7M | Buy |
234,060
+1,904
| +0.8% | +$128K | 1.26% | 10 |
|
|
2019
Q2 | $15.5M | Buy |
232,156
+14,814
| +7% | +$971K | 1.25% | 10 |
|
|
2019
Q1 | $14M | Sell |
217,342
-25,128
| -10% | -$1.56M | 1.16% | 12 |
|
|
2018
Q4 | $13.8M | Buy |
242,470
+109,287
| +82% | +$6.71M | 1.41% | 10 |
|
|
2018
Q3 | $8.87M | Buy |
133,183
+17,353
| +15% | +$1.14M | 0.78% | 18 |
|
|
2018
Q2 | $7.24M | Buy |
115,830
+14,150
| +14% | +$879K | 0.7% | 16 |
|
|
2018
Q1 | $6.15M | Buy |
101,680
+7,550
| +8% | +$471K | 0.62% | 18 |
|
|
2017
Q4 | $5.75M | Buy |
94,130
+5,915
| +7% | +$352K | 0.58% | 20 |
|
|
2017
Q3 | $5.08M | Buy |
88,215
+6,107
| +7% | +$344K | 0.56% | 20 |
|
|
2017
Q2 | $4.55M | Buy |
82,108
+11,649
| +17% | +$639K | 0.52% | 24 |
|
|
2017
Q1 | $3.81M | Buy |
70,459
+5,804
| +9% | +$310K | 0.46% | 24 |
|
|
2016
Q4 | $3.32M | Buy |
64,655
+3,859
| +6% | +$193K | 0.43% | 34 |
|
|
2016
Q3 | $3.01M | Buy |
60,796
+17,140
| +39% | +$846K | 0.42% | 35 |
|
|
2016
Q2 | $2.08M | Buy |
43,656
+31,566
| +261% | +$1.49M | 0.31% | 45 |
|
|
2016
Q1 | $564K | Buy |
+12,090
| New | +$534K | 0.09% | 100 |
|
|
2015
Q4 | – | Sell |
-6,344
| Closed | -$278K | – | 194 |
|
|
2015
Q3 | $278K | Buy |
6,344
+1,466
| +30% | +$68.1K | 0.05% | 145 |
|
|
2015
Q2 | $230K | Buy |
+4,878
| New | +$235K | 0.03% | 167 |
|
Other funds holding ITOT
FPAS
Forvis Mazars Wealth Advisors's ITOT Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, selling an estimated $885K and leaving 338,550 shares worth $48.2M. The position accounts for 0.92% of the portfolio, ranked #17.
Forvis Mazars Wealth Advisors first reported a position in ITOT in Q2 2015 and has held it in 43 quarters since. The position peaked at $71.1M in Q3 2023. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Forvis Mazars Wealth Advisors held 338,550 shares of iShares Core S&P Total US Stock Market ETF worth $48.2M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 5,954 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $885K.
- iShares Core S&P Total US Stock Market ETF made up 0.92% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #17 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2015 and has held it in 43 quarters since.
- Forvis Mazars Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $71.1M in Q3 2023.
- 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.