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

Milestone Asset 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	$1.26M	Sell	7,693 -100	-1%	-$15.9K	0.2%	115
2026 Q1	$1.11M	Sell	7,793 -227	-3%	-$33.8K	0.2%	109
2025 Q4	$1.19M	Sell	8,020 -4	-0%	-$590	0.23%	85
2025 Q3	$1.17M	Sell	8,024 -27	-0.3%	-$3.79K	0.22%	76
2025 Q2	$1.09M	Sell	8,051 -235	-3%	-$29.3K	0.23%	80
2025 Q1	$1.01M	Sell	8,286 -220	-3%	-$28.4K	0.22%	87
2024 Q4	$1.09M	Sell	8,506 -10	-0.1%	-$1.29K	0.24%	95
2024 Q3	$1.07M	Sell	8,516 -1,867	-18%	-$226K	0.24%	87
2024 Q2	$1.23M	Sell	10,383 -46	-0.4%	-$5.28K	0.31%	66
2024 Q1	$1.2M	Sell	10,429 -571	-5%	-$62.6K	0.34%	67
2023 Q4	$1.16M	Buy	11,000 +79	+0.7%	+$7.74K	0.38%	16
2023 Q3	$1.03M	Sell	10,921 -341	-3%	-$33.5K	0.36%	20
2023 Q2	$1.1M	Sell	11,262 -6,984	-38%	-$646K	0.49%	14
2023 Q1	$1.65M	Sell	18,246 -2,077	-10%	-$184K	0.94%	24
2022 Q4	$1.81M	Buy	+20,323	New	+$1.73M	1.08%	17

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's ITOT Position: Q2 2026 in Review

Milestone Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q2 2026, selling an estimated $15.9K and leaving 7,693 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #115.

Milestone Asset Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q4 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Milestone Asset Management held 7,693 shares of iShares Core S&P Total US Stock Market ETF worth $1.26M as of Q2 2026.
Milestone Asset Management sold 100 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.9K.
iShares Core S&P Total US Stock Market ETF made up 0.2% of Milestone Asset Management's portfolio in Q2 2026, its #115 holding.
Milestone Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.81M 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 Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.