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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Matthew Hamilton Rosenberg's ITOT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, selling an estimated $1.27K and leaving 11,480 shares worth $1.89M. The position accounts for 0.35% of the portfolio, ranked #32.

Matthew Hamilton Rosenberg first reported a position in ITOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $2M in Q1 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Matthew Hamilton Rosenberg held 11,480 shares of iShares Core S&P Total US Stock Market ETF worth $1.89M as of Q2 2026.
Matthew Hamilton Rosenberg sold 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
iShares Core S&P Total US Stock Market ETF made up 0.35% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #32 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 21 quarters since.
Matthew Hamilton Rosenberg's iShares Core S&P Total US Stock Market ETF position peaked at $2M in Q1 2023.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.