Mason Investment Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Mason Investment Advisory Services’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	$304K	Hold	2,138	–	–	0.01%	62
2025 Q4	$318K	Sell	2,138 -355	-14%	-$52.4K	0.02%	59
2025 Q3	$363K	Buy	2,493 +1	+0%	+$140	0.02%	58
2025 Q2	$337K	Buy	2,492 +1	+0%	+$125	0.02%	57
2025 Q1	$304K	Buy	2,491 +255	+11%	+$32.9K	0.02%	59
2024 Q4	$288K	Hold	2,236	–	–	0.02%	59
2024 Q3	$281K	Sell	2,236 -17	-0.8%	-$2.06K	0.02%	60
2024 Q2	$268K	Buy	2,253 +2	+0.1%	+$230	0.02%	61
2024 Q1	$260K	Sell	2,251 -178	-7%	-$19.5K	0.02%	56
2023 Q4	$256K	Hold	2,429	–	–	0.02%	57
2023 Q3	$229K	Sell	2,429 -41	-2%	-$4.03K	0.02%	60
2023 Q2	$242K	Hold	2,470	–	–	0.02%	59
2023 Q1	$224K	Sell	2,470 -196	-7%	-$17.4K	0.02%	56
2022 Q4	$226K	Hold	2,666	–	–	0.02%	80
2022 Q3	$212K	Sell	2,666 -53	-2%	-$4.69K	0.02%	83
2022 Q2	$228K	Hold	2,719	–	–	0.02%	82
2022 Q1	$274K	Sell	2,719 -145	-5%	-$14.5K	0.02%	88
2021 Q4	$306K	Hold	2,864	–	–	0.03%	84
2021 Q3	$282K	Hold	2,864	–	–	0.03%	83
2021 Q2	$283K	Buy	+2,864	New	+$275K	0.03%	82

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

Mason Investment Advisory Services's ITOT Position: Q1 2026 in Review

Mason Investment Advisory Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,138 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #62.

Mason Investment Advisory Services first reported a position in ITOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $363K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Mason Investment Advisory Services held 2,138 shares of iShares Core S&P Total US Stock Market ETF worth $304K as of Q1 2026.
Mason Investment Advisory Services 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 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #62 holding.
Mason Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
Mason Investment Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $363K in Q3 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 Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.