MBA Advisors
ITOT icon

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
Q3 		$6.29M Buy
37,846
+41
+0.1% +$6.82K 2.06% 15
2026
Q2 		$6.21M Sell
37,805
-1,008
-3% -$160K 2.09% 15
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% -$51.4K 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 		$599K Buy
+6,062
New +$583K 0.28% 65

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

MBA Advisors's ITOT Position: Q3 2026 in Review

MBA Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.11% in Q3 2026, buying an estimated $6.82K and bringing the position to 37,846 shares worth $6.29M. The position accounts for 2.06% of the portfolio, ranked #15.

MBA Advisors first reported a position in ITOT in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.72M in Q1 2024. 1,222 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • MBA Advisors held 37,846 shares of iShares Core S&P Total US Stock Market ETF worth $6.29M as of Q3 2026.
  • MBA Advisors bought 41 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $6.82K.
  • iShares Core S&P Total US Stock Market ETF made up 2.06% of MBA Advisors's portfolio in Q3 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 19 quarters since.
  • MBA Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $8.72M in Q1 2024.
  • 1,222 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.