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 Q3	$299K	Hold	1,800	–	–	0.09%	149
2026 Q2	$292K	Hold	1,800	–	–	0.09%	149
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Mayfair Advisory Group's ITOT Position: Q3 2026 in Review

Mayfair Advisory Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,800 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #149.

Mayfair Advisory Group first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $367K in Q4 2024. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Mayfair Advisory Group held 1,800 shares of iShares Core S&P Total US Stock Market ETF worth $299K as of Q3 2026.
Mayfair Advisory Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Mayfair Advisory Group's portfolio in Q3 2026, its #149 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 16 quarters since.
Mayfair Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $367K in Q4 2024.
1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.