Kerntke Otto McGlone Wealth Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kerntke Otto McGlone Wealth Management 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	$1.95M	Sell	11,887 -836	-7%	-$133K	1.18%	16
2026 Q1	$1.81M	Sell	12,723 -181	-1%	-$26.9K	1.24%	18
2025 Q4	$1.92M	Sell	12,904 -221	-2%	-$32.6K	1.36%	16
2025 Q3	$1.91M	Sell	13,125 -346	-3%	-$48.5K	1.45%	16
2025 Q2	$1.82M	Sell	13,471 -251	-2%	-$31.3K	1.44%	15
2025 Q1	$1.67M	Sell	13,722 -234	-2%	-$30.2K	1.46%	16
2024 Q4	$1.8M	Sell	13,956 -693	-5%	-$89.7K	1.33%	17
2024 Q3	$1.84M	Sell	14,649 -231	-2%	-$28K	1.53%	15
2024 Q2	$1.77M	Sell	14,880 -23	-0.2%	-$2.64K	1.65%	15
2024 Q1	$1.72M	Sell	14,903 -5,170	-26%	-$567K	1.69%	15
2023 Q4	$2.11M	Sell	20,073 -1,104	-5%	-$108K	2.11%	14
2023 Q3	$1.99M	Sell	21,177 -1,279	-6%	-$126K	2.06%	15
2023 Q2	$2.2M	Sell	22,456 -3,812	-15%	-$352K	2.15%	16
2023 Q1	$2.38M	Sell	26,268 -13,806	-34%	-$1.23M	2.45%	15
2022 Q4	$3.4M	Sell	40,074 -124	-0.3%	-$10.6K	3.91%	7
2022 Q3	$3.2M	Sell	40,198 -7,271	-15%	-$643K	4.81%	6
2022 Q2	$3.98M	Buy	47,469 +20,858	+78%	+$1.9M	5.93%	5
2022 Q1	$2.69M	Sell	26,611 -79,347	-75%	-$7.91M	6.14%	5
2021 Q4	$11.3M	Buy	105,958 +90,090	+568%	+$9.42M	13.8%	1
2021 Q3	$1.56M	Sell	15,868 -108,425	-87%	-$11M	4.65%	5
2021 Q2	$12.3M	Sell	124,293 -33	-0%	-$3.17K	4.9%	4
2021 Q1	$11.4M	Sell	124,326 -1,507	-1%	-$135K	5.98%	1
2020 Q4	$10.8M	Buy	125,833 +8,720	+7%	+$706K	6.41%	1
2020 Q3	$8.84M	Sell	117,113 -478	-0.4%	-$35.7K	6.49%	2
2020 Q2	$8.17M	Buy	117,591 +1,102	+0.9%	+$72K	7.45%	1
2020 Q1	$6.66M	Buy	116,489 +15,665	+16%	+$1.07M	7.46%	1
2019 Q4	$7.33M	Buy	+100,824	New	+$7.02M	6.19%	1

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

Kerntke Otto McGlone Wealth Management Group's ITOT Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.6% in Q2 2026, selling an estimated $133K and leaving 11,887 shares worth $1.95M. The position accounts for 1.18% of the portfolio, ranked #16.

Kerntke Otto McGlone Wealth Management Group first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q2 2021. 1,715 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 11,887 shares of iShares Core S&P Total US Stock Market ETF worth $1.95M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 836 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $133K.
iShares Core S&P Total US Stock Market ETF made up 1.18% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #16 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $12.3M in Q2 2021.
1,715 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.