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

Mascoma 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	$12.2K	Hold	74	–	–	﹤0.01%	312
2026 Q1	$10.5K	Hold	74	–	–	﹤0.01%	313
2025 Q4	$11K	Sell	74 -5	-6%	-$738	﹤0.01%	306
2025 Q3	$11.5K	Hold	79	–	–	﹤0.01%	315
2025 Q2	$10.7K	Hold	79	–	–	﹤0.01%	314
2025 Q1	$9.64K	Hold	79	–	–	﹤0.01%	334
2024 Q4	$10.2K	Sell	79 -2	-2%	-$259	﹤0.01%	344
2024 Q3	$10.2K	Hold	81	–	–	﹤0.01%	326
2024 Q2	$9.62K	Hold	81	–	–	﹤0.01%	340
2024 Q1	$9.34K	Hold	81	–	–	﹤0.01%	322
2023 Q4	$8.52K	Hold	81	–	–	﹤0.01%	333
2023 Q3	$7.63K	Hold	81	–	–	﹤0.01%	345
2023 Q2	$8.04K	Sell	81 -646	-89%	-$59.7K	﹤0.01%	338
2023 Q1	$66.5K	Buy	727 +55	+8%	+$4.88K	0.02%	208
2022 Q4	$57K	Hold	672	–	–	0.02%	215
2022 Q3	$53K	Hold	672	–	–	0.02%	220
2022 Q2	$56K	Buy	672 +54	+9%	+$4.92K	0.02%	229
2022 Q1	$62K	Buy	618 +100	+19%	+$9.97K	0.02%	236
2021 Q4	$55K	Hold	518	–	–	0.02%	211
2021 Q3	$51K	Buy	+518	New	+$52.4K	0.02%	206
2021 Q2	–	Sell	-518	Closed	-$47K	–	277
2021 Q1	$47K	Buy	+518	New	+$46.5K	0.02%	211

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

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

Mascoma Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 74 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Mascoma Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $66.5K in Q1 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Mascoma Wealth Management held 74 shares of iShares Core S&P Total US Stock Market ETF worth $12.2K as of Q2 2026.
Mascoma Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #312 holding.
Mascoma Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $66.5K in Q1 2023.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.