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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
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
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

Milestone Asset Management Group's ITOT Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q1 2026, selling an estimated $15.9K and leaving 3,844 shares worth $548K. The position accounts for 0.32% of the portfolio, ranked #66.

Milestone Asset Management Group first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $587K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Milestone Asset Management Group held 3,844 shares of iShares Core S&P Total US Stock Market ETF worth $548K as of Q1 2026.
  • Milestone Asset Management Group sold 107 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $15.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.32% of Milestone Asset Management Group's portfolio in Q1 2026, its #66 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 6 quarters since.
  • Milestone Asset Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $587K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.