Milestone Asset Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Milestone Asset Management 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	$632K	Buy	3,847 +3	+0.1%	+$476	0.32%	72
2026 Q1	$548K	Sell	3,844 -107	-3%	-$15.9K	0.32%	66
2025 Q4	$587K	Sell	3,951 -1	-0%	-$148	0.33%	64
2025 Q3	$576K	Sell	3,952 -92	-2%	-$12.9K	0.36%	65
2025 Q2	$546K	Buy	4,044 +1,850	+84%	+$231K	0.4%	60
2025 Q1	$268K	Buy	2,194 +64	+3%	+$8.25K	0.24%	79
2024 Q4	$274K	Buy	+2,130	New	+$276K	0.24%	78

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

Milestone Asset Management Group's ITOT Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.08% in Q2 2026, buying an estimated $476 and bringing the position to 3,847 shares worth $632K. The position accounts for 0.32% of the portfolio, ranked #72.

Milestone Asset Management Group first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Milestone Asset Management Group held 3,847 shares of iShares Core S&P Total US Stock Market ETF worth $632K as of Q2 2026.
Milestone Asset Management Group bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Milestone Asset Management Group's portfolio in Q2 2026, its #72 holding.
Milestone Asset Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.