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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

McNaughton Wealth Management's ITOT Position: Q2 2026 in Review

McNaughton Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.7% in Q2 2026, selling an estimated $22.1K and leaving 3,662 shares worth $602K. The position accounts for 0.21% of the portfolio, ranked #59.

McNaughton Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.02M in Q4 2019. 862 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

McNaughton Wealth Management held 3,662 shares of iShares Core S&P Total US Stock Market ETF worth $602K as of Q2 2026.
McNaughton Wealth Management sold 139 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $22.1K.
iShares Core S&P Total US Stock Market ETF made up 0.21% of McNaughton Wealth Management's portfolio in Q2 2026, its #59 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 27 quarters since.
McNaughton Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.02M in Q4 2019.
862 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.