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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$243K Buy
+1,464
New +$244K 0.08% 162

Other funds holding ITOT

McCarter Private Wealth Services's ITOT Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 1,464 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #162 among its holdings.

642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • McCarter Private Wealth Services held 1,464 shares of iShares Core S&P Total US Stock Market ETF worth $243K as of Q3 2026.
  • iShares Core S&P Total US Stock Market ETF was a new McCarter Private Wealth Services position in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of McCarter Private Wealth Services's portfolio in Q3 2026, its #162 holding.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.