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Millstone Evans Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Millstone Evans 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
Q2 		$196K Hold
1,194
– – 0.11% 148
2026
Q1 		$170K Hold
1,194
– – 0.1% 161
2025
Q4 		$178K Sell
1,194
-111
-9% -$16.4K 0.1% 158
2025
Q3 		$190K Hold
1,305
– – 0.12% 130
2025
Q2 		$176K Hold
1,305
– – 0.12% 136
2025
Q1 		$159K Buy
1,305
+436
+50% +$56.2K 0.11% 144
2024
Q4 		$112K Buy
+869
New +$113K 0.08% 176

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Millstone Evans Group's ITOT Position: Q2 2026 in Review

Millstone Evans Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,194 shares worth $196K. The position accounts for 0.11% of the portfolio, ranked #148.

Millstone Evans Group first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,524 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Millstone Evans Group held 1,194 shares of iShares Core S&P Total US Stock Market ETF worth $196K as of Q2 2026.
  • Millstone Evans Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #148 holding.
  • Millstone Evans Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,524 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.