McDonald Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

McDonald Partners’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	$34.2K	Buy	+208	New	+$33K	0.01%	352
2022 Q3	–	Sell	-53,464	Closed	-$4.48M	–	255
2022 Q2	$4.48M	Buy	53,464 +163	+0.3%	+$14.9K	1.14%	18
2022 Q1	$5.38M	Buy	+53,301	New	+$5.31M	1.17%	14
2021 Q4	–	Sell	-54,098	Closed	-$5.32M	–	633
2021 Q3	$5.32M	Buy	54,098 +892	+2%	+$90.2K	1.25%	14
2021 Q2	$5.25M	Sell	53,206 -1,766	-3%	-$170K	1.24%	14
2021 Q1	$5.04M	Buy	54,972 +598	+1%	+$53.6K	1.29%	12
2020 Q4	$4.69M	Buy	+54,374	New	+$4.4M	1.32%	13

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

McDonald Partners's ITOT Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 208 shares worth $34.2K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: McDonald Partners previously reported a position in ITOT as recently as Q2 2022.

McDonald Partners first reported a position in ITOT in Q4 2020 and has held it in 7 quarters since. The position peaked at $5.38M in Q1 2022. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

McDonald Partners held 208 shares of iShares Core S&P Total US Stock Market ETF worth $34.2K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new McDonald Partners position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #352 holding.
McDonald Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's iShares Core S&P Total US Stock Market ETF position peaked at $5.38M in Q1 2022.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.