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

Mayfair Advisory 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	$256K	Hold	1,800	–	–	0.09%	150
2025 Q4	$268K	Buy	1,800 +95	+6%	+$14K	0.1%	148
2025 Q3	$248K	Hold	1,705	–	–	0.11%	159
2025 Q2	$237K	Sell	1,705 -400	-19%	-$49.9K	0.11%	159
2025 Q1	$257K	Sell	2,105 -750	-26%	-$96.7K	0.15%	130
2024 Q4	$367K	Hold	2,855	–	–	0.22%	90
2024 Q3	$358K	Hold	2,855	–	–	0.23%	85
2024 Q2	$349K	Hold	2,855	–	–	0.24%	83
2024 Q1	$329K	Hold	2,855	–	–	0.24%	91
2023 Q4	$298K	Hold	2,855	–	–	0.25%	83
2023 Q3	$273K	Hold	2,855	–	–	0.26%	89
2023 Q2	$276K	Sell	2,855 -175	-6%	-$16.2K	0.28%	84
2023 Q1	$275K	Hold	3,030	–	–	0.3%	84
2022 Q4	$261K	Buy	+3,030	New	+$259K	0.33%	88

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

Mayfair Advisory Group's ITOT Position: Q1 2026 in Review

Mayfair Advisory Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,800 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #150.

Mayfair Advisory Group first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $367K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Mayfair Advisory Group held 1,800 shares of iShares Core S&P Total US Stock Market ETF worth $256K as of Q1 2026.
Mayfair Advisory Group 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 0.09% of Mayfair Advisory Group's portfolio in Q1 2026, its #150 holding.
Mayfair Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Mayfair Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $367K in Q4 2024.
1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.