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ITOT icon

McAdam LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

McAdam LLC’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 		$285K Hold
1,735
– – 0.01% 389
2026
Q1 		$247K Buy
+1,735
New +$258K 0.01% 376
2025
Q1 		– Sell
-1,915
Closed -$246K – 369
2024
Q4 		$246K Sell
1,915
-30
-2% -$3.88K 0.01% 314
2024
Q3 		$244K Sell
1,945
-1,697
-47% -$205K 0.01% 289
2024
Q2 		$433K Buy
+3,642
New +$418K 0.03% 191
2018
Q4 		– Sell
-403
Closed -$27K – 327
2018
Q3 		$27K Buy
403
+13
+3% +$852 0.01% 221
2018
Q2 		$24K Buy
+390
New +$24.2K 0.01% 216

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

McAdam LLC's ITOT Position: Q2 2026 in Review

McAdam LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,735 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #389.

McAdam LLC first reported a position in ITOT in Q2 2018 and has held it in 7 quarters since. The position peaked at $433K in Q2 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • McAdam LLC held 1,735 shares of iShares Core S&P Total US Stock Market ETF worth $285K as of Q2 2026.
  • McAdam LLC left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #389 holding.
  • McAdam LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 7 quarters since.
  • McAdam LLC's iShares Core S&P Total US Stock Market ETF position peaked at $433K in Q2 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.