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

Marco Investment 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 		$230K Buy
+1,403
New +$223K 0.02% 227
2026
Q1 		– Sell
-1,403
Closed -$209K – 237
2025
Q4 		$209K Hold
1,403
– – 0.02% 221
2025
Q3 		$204K Sell
1,403
-83
-6% -$11.6K 0.02% 216
2025
Q2 		$201K Buy
+1,486
New +$185K 0.02% 216
2025
Q1 		– Sell
-1,669
Closed -$215K – 220
2024
Q4 		$215K Buy
+1,669
New +$216K 0.02% 205

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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

Marco Investment Management's ITOT Position: Q2 2026 in Review

Marco Investment Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,403 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings. This is a return to the name: Marco Investment Management previously reported a position in ITOT as recently as Q4 2025.

Marco Investment Management first reported a position in ITOT in Q4 2024 and has held it in 5 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Marco Investment Management held 1,403 shares of iShares Core S&P Total US Stock Market ETF worth $230K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Marco Investment Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #227 holding.
  • Marco Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.