MCF Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MCF 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 Q1	$27.3K	Buy	192 +17	+10%	+$2.53K	﹤0.01%	739
2025 Q4	$26K	Hold	175	–	–	﹤0.01%	638
2025 Q3	$25.5K	Hold	175	–	–	﹤0.01%	542
2025 Q2	$23.6K	Hold	175	–	–	﹤0.01%	524
2025 Q1	$21.4K	Hold	175	–	–	﹤0.01%	536
2024 Q4	$22.5K	Hold	175	–	–	﹤0.01%	540
2024 Q3	$22K	Sell	175 -472	-73%	-$57.1K	﹤0.01%	530
2024 Q2	$76.9K	Hold	647	–	–	0.01%	329
2024 Q1	$74.6K	Hold	647	–	–	0.01%	329
2023 Q4	$68.1K	Buy	647 +472	+270%	+$46.3K	0.01%	336
2023 Q3	$16.5K	Hold	175	–	–	﹤0.01%	513
2023 Q2	$17.1K	Hold	175	–	–	﹤0.01%	499
2023 Q1	$15.8K	Hold	175	–	–	﹤0.01%	506
2022 Q4	$14.8K	Hold	175	–	–	﹤0.01%	487
2022 Q3	$14K	Hold	175	–	–	﹤0.01%	515
2022 Q2	$15K	Sell	175 -111	-39%	-$10.1K	﹤0.01%	474
2022 Q1	$29K	Buy	+286	New	+$28.5K	﹤0.01%	408
2021 Q4	–	Sell	-175	Closed	-$17K	–	359
2021 Q3	$17K	Hold	175	–	–	﹤0.01%	434
2021 Q2	$17K	Hold	175	–	–	﹤0.01%	403
2021 Q1	$16K	Hold	175	–	–	﹤0.01%	393
2020 Q4	$15K	Hold	175	–	–	﹤0.01%	361
2020 Q3	$13K	Hold	175	–	–	﹤0.01%	361
2020 Q2	$12K	Hold	175	–	–	﹤0.01%	352
2020 Q1	$10K	Hold	175	–	–	﹤0.01%	371
2019 Q4	$13K	Hold	175	–	–	﹤0.01%	363
2019 Q3	$12K	Buy	+175	New	+$11.7K	﹤0.01%	354
2018 Q1	–	Sell	-2,438	Closed	-$149K	–	489
2017 Q4	$149K	Hold	2,438	–	–	0.03%	144
2017 Q3	$141K	Hold	2,438	–	–	0.03%	145
2017 Q2	$135K	Hold	2,438	–	–	0.03%	138
2017 Q1	$132K	Hold	2,438	–	–	0.03%	138
2016 Q4	$125K	Hold	2,438	–	–	0.03%	130
2016 Q3	$121K	Hold	2,438	–	–	0.03%	130
2016 Q2	$116K	Buy	+2,438	New	+$115K	0.03%	139

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

MCF Advisors's ITOT Position: Q1 2026 in Review

MCF Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.7% in Q1 2026, buying an estimated $2.53K and bringing the position to 192 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

MCF Advisors first reported a position in ITOT in Q2 2016 and has held it in 33 quarters since. The position peaked at $149K in Q4 2017. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

MCF Advisors held 192 shares of iShares Core S&P Total US Stock Market ETF worth $27.3K as of Q1 2026.
MCF Advisors bought 17 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.53K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #739 holding.
MCF Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2016 and has held it in 33 quarters since.
MCF Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $149K in Q4 2017.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.