Madden Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Madden Advisory Services’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 Q1	$696K	Sell	4,886 -66	-1%	-$9.81K	0.27%	70
2025 Q4	$736K	Sell	4,952 -113	-2%	-$16.7K	0.3%	62
2025 Q3	$738K	Sell	5,065 -191	-4%	-$26.8K	0.29%	61
2025 Q2	$710K	Sell	5,256 -4	-0.1%	-$499	0.3%	59
2025 Q1	$642K	Sell	5,260 -22	-0.4%	-$2.84K	0.3%	61
2024 Q4	$679K	Sell	5,282 -2,065	-28%	-$267K	0.32%	57
2024 Q3	$923K	Buy	7,347 +146	+2%	+$17.7K	0.42%	52
2024 Q2	$855K	Buy	7,201 +260	+4%	+$29.8K	0.43%	50
2024 Q1	$800K	Buy	6,941 +342	+5%	+$37.5K	0.42%	51
2023 Q4	$694K	Sell	6,599 -129	-2%	-$12.6K	0.39%	51
2023 Q3	$634K	Sell	6,728 -332	-5%	-$32.6K	0.4%	51
2023 Q2	$691K	Hold	7,060	–	–	0.45%	46
2023 Q1	$639K	Sell	7,060 -287	-4%	-$25.5K	0.45%	46
2022 Q4	$623K	Hold	7,347	–	–	0.47%	44
2022 Q3	$584K	Hold	7,347	–	–	0.47%	43
2022 Q2	$616K	Hold	7,347	–	–	0.47%	45
2022 Q1	$742K	Hold	7,347	–	–	0.5%	41
2021 Q4	$786K	Sell	7,347 -99	-1%	-$10.3K	0.52%	39
2021 Q3	$733K	Sell	7,446 -388	-5%	-$39.2K	0.52%	39
2021 Q2	$774K	Hold	7,834	–	–	0.57%	32
2021 Q1	$718K	Buy	7,834 +102	+1%	+$9.15K	0.56%	32
2020 Q4	$667K	Sell	7,732 -41	-0.5%	-$3.32K	0.56%	33
2020 Q3	$586K	Buy	7,773 +2,379	+44%	+$178K	0.56%	33
2020 Q2	$374K	Sell	5,394 -129,310	-96%	-$8.45M	0.39%	43
2020 Q1	$7.71M	Buy	+134,704	New	+$9.24M	5.34%	4

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Madden Advisory Services's ITOT Position: Q1 2026 in Review

Madden Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, selling an estimated $9.81K and leaving 4,886 shares worth $696K. The position accounts for 0.27% of the portfolio, ranked #70.

Madden Advisory Services first reported a position in ITOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.71M in Q1 2020. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Madden Advisory Services held 4,886 shares of iShares Core S&P Total US Stock Market ETF worth $696K as of Q1 2026.
Madden Advisory Services sold 66 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.81K.
iShares Core S&P Total US Stock Market ETF made up 0.27% of Madden Advisory Services's portfolio in Q1 2026, its #70 holding.
Madden Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
Madden Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $7.71M in Q1 2020.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.