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

McNaughton 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
Q3 		$609K Hold
3,662
– – 0.21% 60
2026
Q2 		$602K Sell
3,662
-139
-4% -$22.1K 0.21% 59
2026
Q1 		$541K Buy
3,801
+190
+5% +$28.3K 0.22% 59
2025
Q4 		$537K Buy
3,611
+10
+0.3% +$1.48K 0.22% 59
2025
Q3 		$524K Sell
3,601
-95
-3% -$13.3K 0.22% 60
2025
Q2 		$499K Sell
3,696
-137
-4% -$17.1K 0.22% 60
2025
Q1 		$468K Buy
3,833
+115
+3% +$14.8K 0.23% 61
2024
Q4 		$478K Buy
3,718
+73
+2% +$9.45K 0.23% 46
2024
Q3 		$458K Buy
3,645
+3
+0.1% +$363 0.22% 47
2024
Q2 		$433K Buy
3,642
+7
+0.2% +$803 0.23% 45
2024
Q1 		$419K Sell
3,635
-116
-3% -$12.7K 0.23% 44
2023
Q4 		$395K Buy
3,751
+154
+4% +$15.1K 0.23% 46
2023
Q3 		$339K Buy
3,597
+6
+0.2% +$590 0.23% 48
2023
Q2 		$351K Buy
3,591
+501
+16% +$46.3K 0.22% 53
2023
Q1 		$280K Buy
3,090
+165
+6% +$14.6K 0.19% 50
2022
Q4 		$248K Buy
2,925
+15
+0.5% +$1.28K 0.17% 52
2022
Q3 		$231K Sell
2,910
-40
-1% -$3.54K 0.17% 50
2022
Q2 		$247K Buy
2,950
+6
+0.2% +$547 0.17% 50
2022
Q1 		$297K Buy
2,944
+122
+4% +$12.2K 0.19% 44
2021
Q4 		$295K Buy
2,822
+26
+0.9% +$2.72K 0.19% 45
2021
Q3 		$275K Hold
2,796
– – 0.19% 44
2021
Q2 		$276K Hold
2,796
– – 0.19% 46
2021
Q1 		$256K Buy
2,796
+88
+3% +$7.89K 0.2% 44
2020
Q4 		$233K Sell
2,708
-29
-1% -$2.35K 0.19% 44
2020
Q3 		$207K Sell
2,737
-257
-9% -$19.2K 0.18% 46
2020
Q2 		$208K Sell
2,994
-838
-22% -$54.8K 0.19% 47
2020
Q1 		$219K Sell
3,832
-10,159
-73% -$697K 0.23% 42
2019
Q4 		$1.02M Buy
+13,991
New +$974K 0.95% 29

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

McNaughton Wealth Management's ITOT Position: Q3 2026 in Review

McNaughton Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 3,662 shares worth $609K. The position accounts for 0.21% of the portfolio, ranked #60.

McNaughton Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2019. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • McNaughton Wealth Management held 3,662 shares of iShares Core S&P Total US Stock Market ETF worth $609K as of Q3 2026.
  • McNaughton Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of McNaughton Wealth Management's portfolio in Q3 2026, its #60 holding.
  • McNaughton Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • McNaughton Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.02M in Q4 2019.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.