MHR
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Matthew Hamilton Rosenberg’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$1.89M Sell
11,360
-120
-1% -$20K 0.34% 35
2026
Q2 		$1.89M Sell
11,480
-8
-0.1% -$1.27K 0.35% 32
2026
Q1 		$1.64M Buy
11,488
+10
+0.1% +$1.49K 0.34% 39
2025
Q4 		$1.71M Sell
11,478
-752
-6% -$111K 0.35% 35
2025
Q3 		$1.78M Sell
12,230
-923
-7% -$129K 0.39% 32
2025
Q2 		$1.78M Sell
13,153
-906
-6% -$113K 0.41% 29
2025
Q1 		$1.72M Sell
14,059
-483
-3% -$62.3K 0.43% 29
2024
Q4 		$1.87M Sell
14,542
-849
-6% -$110K 0.49% 27
2024
Q3 		$1.93M Buy
15,391
+544
+4% +$65.9K 0.51% 27
2024
Q2 		$1.77M Sell
14,847
-1,278
-8% -$147K 0.52% 26
2024
Q1 		$1.85M Buy
16,125
+565
+4% +$62K 0.54% 26
2023
Q4 		$1.64M Sell
15,560
-1,844
-11% -$181K 0.5% 26
2023
Q3 		$1.64M Sell
17,404
-15
-0.1% -$1.47K 0.55% 26
2023
Q2 		$1.7M Sell
17,419
-4,654
-21% -$430K 0.58% 24
2023
Q1 		$2M Sell
22,073
-173
-0.8% -$15.4K 0.64% 26
2022
Q4 		$1.89M Buy
22,246
+6,532
+42% +$557K 0.64% 25
2022
Q3 		$1.25M Buy
15,714
+9,878
+169% +$873K 0.48% 30
2022
Q2 		$494K Buy
5,836
+4,779
+452% +$435K 0.19% 68
2022
Q1 		$107K Buy
1,057
+646
+157% +$64.4K 0.04% 294
2021
Q4 		$44K Hold
411
– – 0.02% 436
2021
Q3 		$40K Sell
411
-484
-54% -$48.9K 0.02% 424
2021
Q2 		$88K Buy
+895
New +$86.1K 0.05% 279

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Matthew Hamilton Rosenberg's ITOT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1% in Q3 2026, selling an estimated $20K and leaving 11,360 shares worth $1.89M. The position accounts for 0.34% of the portfolio, ranked #35.

Matthew Hamilton Rosenberg first reported a position in ITOT in Q2 2021 and has held it in 22 quarters since. The position peaked at $2M in Q1 2023. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 11,360 shares of iShares Core S&P Total US Stock Market ETF worth $1.89M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 120 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $20K.
  • iShares Core S&P Total US Stock Market ETF made up 0.34% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #35 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 22 quarters since.
  • Matthew Hamilton Rosenberg's iShares Core S&P Total US Stock Market ETF position peaked at $2M in Q1 2023.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.