MBL Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MBL Wealth’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	$1.89M	Buy	11,516 +549	+5%	+$87.1K	0.13%	92
2026 Q1	$1.56M	Buy	10,967 +478	+5%	+$71.1K	0.12%	97
2025 Q4	$1.56M	Buy	10,489 +1,420	+16%	+$210K	0.13%	94
2025 Q3	$1.32M	Buy	9,069 +407	+5%	+$57.1K	0.12%	95
2025 Q2	$1.17M	Buy	8,662 +555	+7%	+$69.3K	0.11%	92
2025 Q1	$989K	Buy	8,107 +980	+14%	+$126K	0.1%	100
2024 Q4	$917K	Buy	7,127 +545	+8%	+$70.6K	0.09%	100
2024 Q3	$827K	Buy	6,582 +532	+9%	+$64.4K	0.09%	104
2024 Q2	$719K	Buy	6,050 +1,551	+34%	+$178K	0.08%	108
2024 Q1	$519K	Buy	4,499 +317	+8%	+$34.8K	0.06%	128
2023 Q4	$440K	Buy	4,182 +392	+10%	+$38.4K	0.06%	124
2023 Q3	$357K	Buy	3,790 +416	+12%	+$40.9K	0.05%	129
2023 Q2	$330K	Buy	3,374 +409	+14%	+$37.8K	0.05%	128
2023 Q1	$268K	Buy	2,965 +88	+3%	+$7.81K	0.04%	133
2022 Q4	$244K	Buy	+2,877	New	+$246K	0.05%	140

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

MBL Wealth's ITOT Position: Q2 2026 in Review

MBL Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q2 2026, buying an estimated $87.1K and bringing the position to 11,516 shares worth $1.89M. The position accounts for 0.13% of the portfolio, ranked #92.

MBL Wealth first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

MBL Wealth held 11,516 shares of iShares Core S&P Total US Stock Market ETF worth $1.89M as of Q2 2026.
MBL Wealth bought 549 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $87.1K.
iShares Core S&P Total US Stock Market ETF made up 0.13% of MBL Wealth's portfolio in Q2 2026, its #92 holding.
MBL Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.