MA
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MBA Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MBA Advisors’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 		$5.53M Sell
38,813
-100
-0.3% -$14.9K 2.12% 15
2025
Q4 		$5.79M Sell
38,913
-140
-0.4% -$20.7K 2.33% 14
2025
Q3 		$5.69M Sell
39,053
-437
-1% -$61.3K 2.43% 13
2025
Q2 		$5.33M Sell
39,490
-757
-2% -$94.5K 2.46% 12
2025
Q1 		$4.91M Sell
40,247
-264
-0.7% -$34K 2.43% 11
2024
Q4 		$5.21M Buy
40,511
+206
+0.5% +$26.7K 2.61% 11
2024
Q3 		$5.06M Sell
40,305
-29,733
-42% -$3.6M 2.43% 14
2024
Q2 		$8.32M Sell
70,038
-5,593
-7% -$642K 4.25% 2
2024
Q1 		$8.72M Sell
75,631
-3,158
-4% -$346K 4.51% 2
2023
Q4 		$8.29M Sell
78,789
-525
-0.7% -$51.5K 4.62% 1
2023
Q3 		$7.47M Sell
79,314
-5,744
-7% -$564K 4.58% 2
2023
Q2 		$8.32M Buy
85,058
+29,292
+53% +$2.71M 4.97% 1
2023
Q1 		$5.05M Buy
+55,766
New +$4.95M 3.14% 9
2022
Q2 		– Sell
-8,887
Closed -$897K – 144
2022
Q1 		$897K Buy
8,887
+2,059
+30% +$205K 0.56% 51
2021
Q4 		$730K Buy
6,828
+295
+5% +$30.8K 0.45% 61
2021
Q3 		$643K Buy
6,533
+471
+8% +$47.6K 0.47% 57
2021
Q2 		$599 Buy
+6,062
New +$583K 0.28% 65

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

MBA Advisors's ITOT Position: Q1 2026 in Review

MBA Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q1 2026, selling an estimated $14.9K and leaving 38,813 shares worth $5.53M. The position accounts for 2.12% of the portfolio, ranked #15.

MBA Advisors first reported a position in ITOT in Q2 2021 and has held it in 17 quarters since. The position peaked at $8.72M in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • MBA Advisors held 38,813 shares of iShares Core S&P Total US Stock Market ETF worth $5.53M as of Q1 2026.
  • MBA Advisors sold 100 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $14.9K.
  • iShares Core S&P Total US Stock Market ETF made up 2.12% of MBA Advisors's portfolio in Q1 2026, its #15 holding.
  • MBA Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 17 quarters since.
  • MBA Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $8.72M in Q1 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.