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Mason & Associates (California)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Mason & Associates (California)’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 		$349K Buy
+2,127
New +$338K 0.06% 135
2022
Q2 		– Sell
-25,065
Closed -$2.53M – 98
2022
Q1 		$2.53M Buy
+25,065
New +$2.5M 0.77% 26

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
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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Mason & Associates (California)'s ITOT Position: Q2 2026 in Review

Mason & Associates (California) opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 2,127 shares worth $349K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings. This is a return to the name: Mason & Associates (California) previously reported a position in ITOT as recently as Q1 2022.

Mason & Associates (California) first reported a position in ITOT in Q1 2022 and has held it in 2 quarters since. The position peaked at $2.53M in Q1 2022. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Mason & Associates (California) held 2,127 shares of iShares Core S&P Total US Stock Market ETF worth $349K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Mason & Associates (California) position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Mason & Associates (California)'s portfolio in Q2 2026, its #135 holding.
  • Mason & Associates (California) first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 2 quarters since.
  • Mason & Associates (California)'s iShares Core S&P Total US Stock Market ETF position peaked at $2.53M in Q1 2022.
  • 578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.