MFS
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Miller Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Miller Financial Services’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 		$313K Buy
1,906
+3
+0.2% +$476 0.25% 97
2026
Q1 		$271K Buy
1,903
+116
+6% +$17.2K 0.3% 94
2025
Q4 		$266K Buy
1,787
+232
+15% +$34.2K 0.31% 88
2025
Q3 		$227K Buy
+1,555
New +$218K 0.26% 95

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Miller Financial Services's ITOT Position: Q2 2026 in Review

Miller Financial Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.16% in Q2 2026, buying an estimated $476 and bringing the position to 1,906 shares worth $313K. The position accounts for 0.25% of the portfolio, ranked #97.

Miller Financial Services first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Miller Financial Services held 1,906 shares of iShares Core S&P Total US Stock Market ETF worth $313K as of Q2 2026.
  • Miller Financial Services 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 0.25% of Miller Financial Services's portfolio in Q2 2026, its #97 holding.
  • Miller Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.