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Mather Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Mather Group’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 		$1.28M Buy
9,014
+282
+3% +$41.9K 0.01% 289
2025
Q4 		$1.3M Buy
8,732
+330
+4% +$48.7K 0.01% 251
2025
Q3 		$1.22M Sell
8,402
-28
-0.3% -$3.93K 0.01% 254
2025
Q2 		$1.14M Sell
8,430
-280
-3% -$34.9K 0.01% 253
2025
Q1 		$1.06M Buy
8,710
+5,806
+200% +$748K 0.01% 249
2024
Q4 		$374K Sell
2,904
-5,095
-64% -$660K ﹤0.01% 416
2024
Q3 		$1M Sell
7,999
-1,808
-18% -$219K 0.01% 245
2024
Q2 		$1.13M Sell
9,807
-1,154
-11% -$132K 0.01% 248
2024
Q1 		$1.15M Sell
10,961
-7
-0.1% -$768 0.02% 205
2023
Q4 		$1.15M Sell
10,968
-63
-0.6% -$6.17K 0.02% 209
2023
Q3 		$1.04M Buy
11,031
+161
+1% +$15.8K 0.02% 211
2023
Q2 		$1.06M Buy
10,870
+2,122
+24% +$196K 0.02% 223
2023
Q1 		$792K Sell
8,748
-268
-3% -$23.8K 0.01% 247
2022
Q4 		$765K Buy
9,016
+2,051
+29% +$175K 0.01% 250
2022
Q3 		$554K Sell
6,965
-2,946
-30% -$260K 0.01% 273
2022
Q2 		$830K Buy
9,911
+1,160
+13% +$106K 0.02% 197
2022
Q1 		$883K Sell
8,751
-75
-0.8% -$7.48K 0.02% 190
2021
Q4 		$944K Buy
8,826
+653
+8% +$68.3K 0.02% 156
2021
Q3 		$804K Buy
8,173
+13
+0.2% +$1.31K 0.02% 132
2021
Q2 		$806K Sell
8,160
-1,145
-12% -$110K 0.02% 124
2021
Q1 		$852K Buy
9,305
+1,145
+14% +$103K 0.02% 113
2020
Q4 		$704K Buy
8,160
+786
+11% +$63.7K 0.02% 114
2020
Q3 		$557K Buy
+7,374
New +$550K 0.02% 128
2020
Q1 		– Sell
-3,621
Closed -$263K – 162
2019
Q4 		$263K Buy
+3,621
New +$252K 0.02% 142
2019
Q3 		– Sell
-3,294
Closed -$219K – 77
2019
Q2 		$219K Buy
+3,294
New +$216K 0.02% 63

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Mather Group's ITOT Position: Q1 2026 in Review

Mather Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q1 2026, buying an estimated $41.9K and bringing the position to 9,014 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #289.

Mather Group first reported a position in ITOT in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.3M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Mather Group held 9,014 shares of iShares Core S&P Total US Stock Market ETF worth $1.28M as of Q1 2026.
  • Mather Group bought 282 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $41.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #289 holding.
  • Mather Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 25 quarters since.
  • Mather Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.3M 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 Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.