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 Q3	$172K	Hold	1,034	–	–	0.01%	124
2026 Q2	$170K	Hold	1,034	–	–	0.01%	125
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Mill Capital Management's ITOT Position: Q3 2026 in Review

Mill Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,034 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #124.

Mill Capital Management first reported a position in ITOT in Q1 2022 and has held it in 8 quarters since. 1,141 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Mill Capital Management held 1,034 shares of iShares Core S&P Total US Stock Market ETF worth $172K as of Q3 2026.
Mill Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Mill Capital Management's portfolio in Q3 2026, its #124 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 8 quarters since.
1,141 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.