MIG
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McGuire Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

McGuire Investment Group’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 		$504K Buy
3,071
+192
+7% +$30.5K 0.04% 103
2026
Q1 		$410K Buy
2,879
+316
+12% +$47K 0.05% 99
2025
Q4 		$381K Sell
2,563
-134
-5% -$19.8K 0.04% 102
2025
Q3 		$393K Sell
2,697
-565
-17% -$79.2K 0.04% 100
2025
Q2 		$441K Buy
3,262
+596
+22% +$74.4K 0.06% 91
2025
Q1 		$325K Buy
2,666
+23
+0.9% +$2.96K 0.05% 91
2024
Q4 		$340K Buy
2,643
+65
+3% +$8.42K 0.05% 92
2024
Q3 		$324K Buy
2,578
+155
+6% +$18.8K 0.05% 100
2024
Q2 		$288K Buy
2,423
+59
+2% +$6.77K 0.04% 100
2024
Q1 		$273K Sell
2,364
-52
-2% -$5.7K 0.04% 107
2023
Q4 		$254K Buy
2,416
+224
+10% +$22K 0.04% 104
2023
Q3 		$206K Sell
2,192
-39
-2% -$3.83K 0.04% 108
2023
Q2 		$218K Buy
+2,231
New +$206K 0.04% 107
2022
Q2 		– Sell
-6,959
Closed -$702K – 125
2022
Q1 		$702K Buy
6,959
+104
+2% +$10.4K 0.13% 69
2021
Q4 		$733K Buy
6,855
+51
+0.7% +$5.33K 0.12% 70
2021
Q3 		$669K Buy
6,804
+571
+9% +$57.7K 0.13% 70
2021
Q2 		$616K Sell
6,233
-145
-2% -$13.9K 0.12% 73
2021
Q1 		$584K Buy
6,378
+60
+0.9% +$5.38K 0.12% 69
2020
Q4 		$545K Buy
6,318
+506
+9% +$41K 0.14% 66
2020
Q3 		$439K Buy
5,812
+302
+5% +$22.5K 0.13% 66
2020
Q2 		$383K Buy
5,510
+236
+4% +$15.4K 0.13% 65
2020
Q1 		$302K Buy
+5,274
New +$362K 0.13% 66

Other funds holding ITOT

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
BP
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

McGuire Investment Group's ITOT Position: Q2 2026 in Review

McGuire Investment Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.7% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,071 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #103.

McGuire Investment Group first reported a position in ITOT in Q1 2020 and has held it in 22 quarters since. The position peaked at $733K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • McGuire Investment Group held 3,071 shares of iShares Core S&P Total US Stock Market ETF worth $504K as of Q2 2026.
  • McGuire Investment Group bought 192 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of McGuire Investment Group's portfolio in Q2 2026, its #103 holding.
  • McGuire Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
  • McGuire Investment Group's iShares Core S&P Total US Stock Market ETF position peaked at $733K in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.