MFG
ITOT icon

Magnus Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Magnus Financial 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 		$233K Buy
1,420
+3
+0.2% +$476 0.02% 357
2026
Q1 		$202K Sell
1,417
-681
-32% -$101K 0.02% 363
2025
Q4 		$312K Buy
2,098
+19
+0.9% +$2.8K 0.02% 327
2025
Q3 		$303K Sell
2,079
-23
-1% -$3.23K 0.02% 317
2025
Q2 		$284K Buy
2,102
+233
+12% +$29.1K 0.02% 306
2025
Q1 		$228K Buy
1,869
+273
+17% +$35.2K 0.02% 328
2024
Q4 		$205K Buy
+1,596
New +$207K 0.02% 344
2024
Q3 		– Sell
-2,092
Closed -$249K – 347
2024
Q2 		$249K Buy
2,092
+5
+0.2% +$574 0.03% 278
2024
Q1 		$241K Buy
2,087
+5
+0.2% +$548 0.03% 281
2023
Q4 		$219K Buy
+2,082
New +$204K 0.03% 270

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

Magnus Financial Group's ITOT Position: Q2 2026 in Review

Magnus Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.21% in Q2 2026, buying an estimated $476 and bringing the position to 1,420 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #357.

Magnus Financial Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $312K in Q4 2025. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Magnus Financial Group held 1,420 shares of iShares Core S&P Total US Stock Market ETF worth $233K as of Q2 2026.
  • Magnus Financial Group bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #357 holding.
  • Magnus Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Magnus Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $312K in Q4 2025.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.