KOMWMG
ITOT icon

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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 610 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.
  • 610 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.