MB, Levis & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MB, Levis & Associates’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	$25.1K	Buy	153 +1	+0.7%	+$159	0.01%	137
2026 Q1	$21.7K	Hold	152	–	–	0.01%	137
2025 Q4	$22.6K	Hold	152	–	–	0.01%	136
2025 Q3	$22.1K	Buy	152 +1	+0.7%	+$140	0.01%	139
2025 Q2	$20.4K	Hold	151	–	–	0.01%	168
2025 Q1	$18.4K	Buy	151 +1	+0.7%	+$129	0.01%	164
2024 Q4	$19.3K	Hold	150	–	–	0.01%	161
2024 Q3	$18.8K	Buy	150 +1	+0.7%	+$121	0.01%	165
2024 Q2	$17.7K	Hold	149	–	–	0.01%	163
2024 Q1	$17.2K	Buy	149 +1	+0.7%	+$110	0.01%	162
2023 Q4	$15.6K	Buy	148 +1	+0.7%	+$98	0.01%	167
2023 Q3	$13.8K	Hold	147	–	–	0.01%	175
2023 Q2	$14.4K	Hold	147	–	–	0.01%	178
2023 Q1	$13.3K	Buy	+147	New	+$13.1K	0.01%	179

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

MB, Levis & Associates's ITOT Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.66% in Q2 2026, buying an estimated $159 and bringing the position to 153 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #137.

MB, Levis & Associates first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

MB, Levis & Associates held 153 shares of iShares Core S&P Total US Stock Market ETF worth $25.1K as of Q2 2026.
MB, Levis & Associates bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #137 holding.
MB, Levis & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.