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

McGlone Suttner Wealth Management’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	$2.54M	Hold	15,480	–	–	0.3%	38
2026 Q1	$2.2M	Hold	15,480	–	–	0.29%	41
2025 Q4	$2.3M	Sell	15,480 -188	-1%	-$27.7K	0.31%	34
2025 Q3	$2.28M	Sell	15,668 -2	-0%	-$280	0.32%	34
2025 Q2	$2.12M	Hold	15,670	–	–	0.32%	33
2025 Q1	$1.91M	Hold	15,670	–	–	0.31%	33
2024 Q4	$2.02M	Buy	15,670 +1,933	+14%	+$250K	0.34%	33
2024 Q3	$1.73M	Sell	13,737 -3,803	-22%	-$460K	0.36%	33
2024 Q2	$1.85M	Buy	17,540 +1,774	+11%	+$204K	0.38%	24
2024 Q1	$1.82M	Sell	15,766 -1,774	-10%	-$195K	0.34%	31
2023 Q4	$1.85M	Buy	17,540 +635	+4%	+$62.2K	0.36%	24
2023 Q3	$1.59M	Sell	16,905 -2,964	-15%	-$291K	0.37%	28
2023 Q2	$1.94M	Sell	19,869 -49	-0.2%	-$4.53K	0.44%	23
2023 Q1	$1.8M	Sell	19,918 -15	-0.1%	-$1.33K	0.46%	23
2022 Q4	$1.69M	Buy	+19,933	New	+$1.7M	0.54%	25

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

McGlone Suttner Wealth Management's ITOT Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 15,480 shares worth $2.54M. The position accounts for 0.3% of the portfolio, ranked #38.

McGlone Suttner Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 766 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

McGlone Suttner Wealth Management held 15,480 shares of iShares Core S&P Total US Stock Market ETF worth $2.54M as of Q2 2026.
McGlone Suttner Wealth Management 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 0.3% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #38 holding.
McGlone Suttner Wealth Management 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.
766 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.