Madison Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Madison Wealth Partners’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	$1.39M	Buy	9,768 +22	+0.2%	+$3.27K	0.22%	50
2025 Q4	$1.45M	Sell	9,746 -770	-7%	-$114K	0.26%	46
2025 Q3	$1.53M	Buy	10,516 +1,111	+12%	+$156K	0.3%	42
2025 Q2	$1.27M	Buy	9,405 +1,309	+16%	+$163K	0.28%	45
2025 Q1	$988K	Buy	8,096 +193	+2%	+$24.9K	0.24%	53
2024 Q4	$1.02M	Sell	7,903 -63	-0.8%	-$8.16K	0.28%	47
2024 Q3	$1M	Buy	7,966 +101	+1%	+$12.2K	0.3%	47
2024 Q2	$934K	Buy	7,865 +898	+13%	+$103K	0.32%	43
2024 Q1	$803K	Buy	6,967 +160	+2%	+$17.5K	0.29%	45
2023 Q4	$716K	Buy	6,807 +1,876	+38%	+$184K	0.28%	46
2023 Q3	$464K	Buy	4,931 +12	+0.2%	+$1.18K	0.23%	49
2023 Q2	$481K	Sell	4,919 -50	-1%	-$4.62K	0.22%	46
2023 Q1	$450K	Sell	4,969 -87	-2%	-$7.72K	0.23%	45
2022 Q4	$429K	Sell	5,056 -813	-14%	-$69.4K	0.25%	44
2022 Q3	$467K	Sell	5,869 -1,227	-17%	-$108K	0.31%	38
2022 Q2	$595K	Buy	+7,096	New	+$647K	0.38%	34

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

Madison Wealth Partners's ITOT Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q1 2026, buying an estimated $3.27K and bringing the position to 9,768 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #50.

Madison Wealth Partners first reported a position in ITOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q3 2025. 1,620 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Madison Wealth Partners held 9,768 shares of iShares Core S&P Total US Stock Market ETF worth $1.39M as of Q1 2026.
Madison Wealth Partners bought 22 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.27K.
iShares Core S&P Total US Stock Market ETF made up 0.22% of Madison Wealth Partners's portfolio in Q1 2026, its #50 holding.
Madison Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
Madison Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.53M in Q3 2025.
1,620 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.