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

Mill Capital 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 Q1	$147K	Hold	1,034	–	–	0.01%	127
2025 Q4	$154K	Hold	1,034	–	–	0.01%	125
2025 Q3	$151K	Buy	+1,034	New	+$145K	0.01%	118
2023 Q1	–	Sell	-697	Closed	-$59.1K	–	137
2022 Q4	$59.1K	Buy	+697	New	+$59.5K	0.01%	129
2022 Q3	–	Sell	-1,003	Closed	-$84K	–	131
2022 Q2	$84K	Buy	1,003 +138	+16%	+$12.6K	0.01%	122
2022 Q1	$87K	Buy	+865	New	+$86.2K	0.01%	130

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mill Capital Management's ITOT Position: Q1 2026 in Review

Mill Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,034 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #127.

Mill Capital Management first reported a position in ITOT in Q1 2022 and has held it in 6 quarters since. The position peaked at $154K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Mill Capital Management held 1,034 shares of iShares Core S&P Total US Stock Market ETF worth $147K as of Q1 2026.
Mill Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Mill Capital Management's portfolio in Q1 2026, its #127 holding.
Mill Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 6 quarters since.
Mill Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $154K in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.