MassMutual Private Wealth & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q2	–	Sell	-950	Closed	-$116K	–	2424
2025 Q1	$116K	Hold	950	–	–	﹤0.01%	517
2024 Q4	$122K	Hold	950	–	–	﹤0.01%	536
2024 Q3	$119K	Hold	950	–	–	﹤0.01%	486
2024 Q2	$113K	Sell	950 -587	-38%	-$67.4K	﹤0.01%	498
2024 Q1	$177K	Buy	1,537 +587	+62%	+$64.4K	0.01%	397
2023 Q4	$100K	Hold	950	–	–	﹤0.01%	467
2023 Q3	$89.5K	Hold	950	–	–	﹤0.01%	477
2023 Q2	$92.9K	Sell	950 -299	-24%	-$27.6K	﹤0.01%	451
2023 Q1	$113K	Buy	1,249 +299	+31%	+$26.5K	﹤0.01%	409
2022 Q4	$81K	Hold	950	–	–	﹤0.01%	431
2022 Q3	$76K	Sell	950 -1,532	-62%	-$135K	﹤0.01%	422
2022 Q2	$208K	Buy	2,482 +1,442	+139%	+$131K	0.01%	328
2022 Q1	$105K	Sell	1,040 -41	-4%	-$4.09K	﹤0.01%	383
2021 Q4	$116K	Hold	1,081	–	–	﹤0.01%	393
2021 Q3	$106K	Buy	1,081 +9	+0.8%	+$910	﹤0.01%	394
2021 Q2	$106K	Hold	1,072	–	–	﹤0.01%	395
2021 Q1	$98K	Buy	1,072 +32	+3%	+$2.87K	﹤0.01%	384
2020 Q4	$90K	Buy	+1,040	New	+$84.2K	﹤0.01%	398
2020 Q1	–	Sell	-362	Closed	-$26K	–	733
2019 Q4	$26K	Hold	362	–	–	﹤0.01%	499
2019 Q3	$24K	Buy	+362	New	+$24.3K	﹤0.01%	492

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's ITOT Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 950 shares — an estimated $116K sold.

MassMutual Private Wealth & Trust first reported a position in ITOT in Q3 2019 and held it in 20 quarters. The position peaked at $208K in Q2 2022. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 950 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $116K.
MassMutual Private Wealth & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 20 quarters.
MassMutual Private Wealth & Trust's iShares Core S&P Total US Stock Market ETF position peaked at $208K in Q2 2022.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.