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

McKinley Carter Wealth Services’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 		$244K Hold
1,711
– – 0.01% 281
2025
Q4 		$254K Sell
1,711
-116
-6% -$17.1K 0.01% 292
2025
Q3 		$266K Sell
1,827
-50
-3% -$7.01K 0.01% 284
2025
Q2 		$254K Hold
1,877
– – 0.01% 279
2025
Q1 		$229K Sell
1,877
-35
-2% -$4.51K 0.01% 284
2024
Q4 		$246K Sell
1,912
-380
-17% -$49.2K 0.02% 267
2024
Q3 		$288K Hold
2,292
– – 0.02% 260
2024
Q2 		$272K Hold
2,292
– – 0.02% 270
2024
Q1 		$264K Sell
2,292
-342
-13% -$37.5K 0.02% 271
2023
Q4 		$277K Hold
2,634
– – 0.02% 257
2023
Q3 		$248K Sell
2,634
-229
-8% -$22.5K 0.02% 265
2023
Q2 		$280K Buy
2,863
+229
+9% +$21.2K 0.02% 253
2023
Q1 		$239K Sell
2,634
-112
-4% -$9.94K 0.02% 271
2022
Q4 		$233K Sell
2,746
-151
-5% -$12.9K 0.02% 269
2022
Q3 		$230K Hold
2,897
– – 0.02% 260
2022
Q2 		$243K Hold
2,897
– – 0.02% 267
2022
Q1 		$292K Sell
2,897
-760
-21% -$75.8K 0.02% 241
2021
Q4 		$391K Sell
3,657
-958
-21% -$100K 0.03% 216
2021
Q3 		$454K Sell
4,615
-743
-14% -$75.1K 0.04% 195
2021
Q2 		$529K Sell
5,358
-366
-6% -$35.2K 0.04% 179
2021
Q1 		$524K Sell
5,724
-2,408
-30% -$216K 0.04% 182
2020
Q4 		$701K Buy
+8,132
New +$659K 0.09% 143

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

McKinley Carter Wealth Services's ITOT Position: Q1 2026 in Review

McKinley Carter Wealth Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,711 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #281.

McKinley Carter Wealth Services first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $701K in Q4 2020. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • McKinley Carter Wealth Services held 1,711 shares of iShares Core S&P Total US Stock Market ETF worth $244K as of Q1 2026.
  • McKinley Carter Wealth Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #281 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Core S&P Total US Stock Market ETF position peaked at $701K in Q4 2020.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.