Marino Stram & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Marino Stram & Associates’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	$1.51M	Hold	10,623	–	–	0.27%	63
2025 Q4	$1.58M	Hold	10,623	–	–	0.29%	57
2025 Q3	$1.55M	Buy	10,623 +351	+3%	+$49.2K	0.28%	64
2025 Q2	$1.39M	Hold	10,272	–	–	0.28%	60
2025 Q1	$1.25M	Hold	10,272	–	–	0.28%	57
2024 Q4	$1.32M	Hold	10,272	–	–	0.29%	54
2024 Q3	$1.29M	Hold	10,272	–	–	0.29%	54
2024 Q2	$1.22M	Hold	10,272	–	–	0.3%	55
2024 Q1	$1.18M	Hold	10,272	–	–	0.28%	56
2023 Q4	$1.08M	Sell	10,272 -22	-0.2%	-$2.16K	0.28%	56
2023 Q3	$970K	Hold	10,294	–	–	0.28%	54
2023 Q2	$1.01M	Hold	10,294	–	–	0.29%	55
2023 Q1	$932K	Hold	10,294	–	–	0.28%	59
2022 Q4	$873K	Hold	10,294	–	–	0.28%	62
2022 Q3	$819K	Hold	10,294	–	–	0.3%	57
2022 Q2	$862K	Hold	10,294	–	–	0.3%	56
2022 Q1	$1.04M	Hold	10,294	–	–	0.33%	49
2021 Q4	$1.1M	Hold	10,294	–	–	0.34%	48
2021 Q3	$1.01M	Buy	+10,294	New	+$1.04M	0.35%	47
2021 Q2	–	Sell	-10,614	Closed	-$972K	–	274
2021 Q1	$972K	Hold	10,614	–	–	0.38%	45
2020 Q4	$915K	Hold	10,614	–	–	0.41%	44
2020 Q3	$801K	Sell	10,614 -610	-5%	-$45.5K	0.43%	43
2020 Q2	$779K	Sell	11,224 -30	-0.3%	-$1.96K	0.46%	44
2020 Q1	$644K	Buy	11,254 +213	+2%	+$14.6K	0.5%	44
2019 Q4	$803K	Sell	11,041 -522	-5%	-$36.3K	0.53%	39
2019 Q3	$776K	Buy	11,563 +2	+0%	+$134	0.55%	36
2019 Q2	$770K	Buy	11,561 +3	+0%	+$197	0.56%	38
2019 Q1	$744K	Buy	11,558 +400	+4%	+$24.8K	0.54%	36
2018 Q4	$633K	Sell	11,158 -640	-5%	-$39.3K	0.55%	37
2018 Q3	$786K	Buy	11,798 +5	+0%	+$328	0.63%	32
2018 Q2	$737K	Hold	11,793	–	–	0.66%	32
2018 Q1	$713K	Buy	11,793 +4	+0%	+$250	0.66%	32
2017 Q4	$721K	Buy	+11,789	New	+$703K	0.67%	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

Marino Stram & Associates's ITOT Position: Q1 2026 in Review

Marino Stram & Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 10,623 shares worth $1.51M. The position accounts for 0.27% of the portfolio, ranked #63.

Marino Stram & Associates first reported a position in ITOT in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.58M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Marino Stram & Associates held 10,623 shares of iShares Core S&P Total US Stock Market ETF worth $1.51M as of Q1 2026.
Marino Stram & Associates left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.27% of Marino Stram & Associates's portfolio in Q1 2026, its #63 holding.
Marino Stram & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
Marino Stram & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $1.58M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.