Measured Wealth Private Client Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Measured Wealth Private Client 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	$251K	Hold	1,529	–	–	0.06%	175
2026 Q1	$218K	Hold	1,529	–	–	0.06%	178
2025 Q4	$227K	Hold	1,529	–	–	0.06%	175
2025 Q3	$223K	Hold	1,529	–	–	0.06%	166
2025 Q2	$206K	Buy	+1,529	New	+$191K	0.06%	173
2023 Q1	–	Sell	-4,199	Closed	-$356K	–	178
2022 Q4	$356K	Buy	4,199 +1,280	+44%	+$109K	0.15%	96
2022 Q3	$232K	Hold	2,919	–	–	0.1%	129
2022 Q2	$245K	Hold	2,919	–	–	0.11%	136
2022 Q1	$295K	Hold	2,919	–	–	0.11%	114
2021 Q4	$312K	Hold	2,919	–	–	0.11%	113
2021 Q3	$287K	Hold	2,919	–	–	0.11%	125
2021 Q2	$288K	Hold	2,919	–	–	0.09%	143
2021 Q1	$267K	Hold	2,919	–	–	0.09%	128
2020 Q4	$252K	Buy	+2,919	New	+$236K	0.11%	117

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Measured Wealth Private Client Group's ITOT Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,529 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #175.

Measured Wealth Private Client Group first reported a position in ITOT in Q4 2020 and has held it in 14 quarters since. The position peaked at $356K in Q4 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Measured Wealth Private Client Group held 1,529 shares of iShares Core S&P Total US Stock Market ETF worth $251K as of Q2 2026.
Measured Wealth Private Client Group 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 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #175 holding.
Measured Wealth Private Client Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 14 quarters since.
Measured Wealth Private Client Group's iShares Core S&P Total US Stock Market ETF position peaked at $356K in Q4 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.