MWM
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Magnolia Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Magnolia Wealth Management’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 		– Sell
-270
Closed -$38.5K – 107
2026
Q1 		$38.5K Buy
+270
New +$40.1K 0.02% 69

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Betterment LLC
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Morgan Stanley
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AllianceBernstein
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Magnolia Wealth Management's ITOT Position: Q2 2026 in Review

Magnolia Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 270 shares — an estimated $38.5K sold.

Magnolia Wealth Management first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $38.5K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Magnolia Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 270 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $38.5K.
  • Magnolia Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $38.5K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.