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

Maltin 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	$3.37M	Sell	20,543 -1,689	-8%	-$268K	1.13%	35
2026 Q1	$3.17M	Buy	22,232 +1,848	+9%	+$275K	1.21%	31
2025 Q4	$3.03M	Buy	20,384 +511	+3%	+$75.4K	1.21%	33
2025 Q3	$2.89M	Sell	19,873 -105	-0.5%	-$14.7K	1.2%	33
2025 Q2	$2.7M	Buy	19,978 +661	+3%	+$82.5K	1.21%	33
2025 Q1	$2.36M	Sell	19,317 -1,123	-5%	-$145K	1.11%	34
2024 Q4	$2.63M	Sell	20,440 -254	-1%	-$32.9K	1.29%	26
2024 Q3	$2.6M	Sell	20,694 -73	-0.4%	-$8.84K	1.27%	27
2024 Q2	$2.47M	Buy	20,767 +791	+4%	+$90.8K	1.33%	26
2024 Q1	$2.3M	Buy	19,976 +332	+2%	+$36.4K	1.3%	25
2023 Q4	$2.07M	Sell	19,644 -442	-2%	-$43.3K	1.32%	26
2023 Q3	$1.89M	Sell	20,086 -303	-1%	-$29.8K	1.32%	28
2023 Q2	$1.99M	Sell	20,389 -294	-1%	-$27.2K	1.41%	25
2023 Q1	$1.87M	Buy	20,683 +1,655	+9%	+$147K	1.35%	28
2022 Q4	$1.61M	Sell	19,028 -595	-3%	-$50.8K	1.17%	32
2022 Q3	$1.56M	Sell	19,623 -2,274	-10%	-$201K	1.23%	30
2022 Q2	$1.83M	Sell	21,897 -213	-1%	-$19.4K	1.33%	24
2022 Q1	$2.23M	Buy	22,110 +365	+2%	+$36.4K	1.48%	17
2021 Q4	$2.33M	Buy	21,745 +139	+0.6%	+$14.5K	1.4%	22
2021 Q3	$2.13M	Buy	21,606 +701	+3%	+$70.9K	1.31%	25
2021 Q2	$2.06M	Buy	20,905 +915	+5%	+$88K	1.26%	27
2021 Q1	$1.83M	Buy	19,990 +893	+5%	+$80.1K	1.19%	26
2020 Q4	$1.65M	Sell	19,097 -6,178	-24%	-$500K	1.16%	28
2020 Q3	$1.91M	Sell	25,275 -118	-0.5%	-$8.81K	1.36%	20
2020 Q2	$1.76M	Sell	25,393 -24,427	-49%	-$1.6M	1.33%	24
2020 Q1	$2.85M	Sell	49,820 -708	-1%	-$48.6K	2.42%	13
2019 Q4	$3.67M	Buy	+50,528	New	+$3.52M	2.38%	9

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Maltin Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.6% in Q2 2026, selling an estimated $268K and leaving 20,543 shares worth $3.37M. The position accounts for 1.13% of the portfolio, ranked #35.

Maltin Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.67M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Maltin Wealth Management held 20,543 shares of iShares Core S&P Total US Stock Market ETF worth $3.37M as of Q2 2026.
Maltin Wealth Management sold 1,689 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $268K.
iShares Core S&P Total US Stock Market ETF made up 1.13% of Maltin Wealth Management's portfolio in Q2 2026, its #35 holding.
Maltin Wealth Management 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.
Maltin Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.67M in Q4 2019.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.