MKD Wealth Coaches’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MKD Wealth Coaches’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	$558K	Hold	3,394	–	–	0.48%	14
2026 Q1	$483K	Hold	3,394	–	–	0.48%	15
2025 Q4	$505K	Hold	3,394	–	–	0.5%	16
2025 Q3	$494K	Hold	3,394	–	–	0.49%	15
2025 Q2	$458K	Sell	3,394 -6	-0.2%	-$749	0.48%	15
2025 Q1	$415K	Hold	3,400	–	–	0.47%	15
2024 Q4	$437K	Buy	+3,400	New	+$440K	0.44%	16
2020 Q1	–	Sell	-4,512	Closed	-$328K	–	48
2019 Q4	$328K	Sell	4,512 -268	-6%	-$18.6K	0.28%	47
2019 Q3	$321K	Sell	4,780 -134	-3%	-$8.98K	0.33%	43
2019 Q2	$327K	Sell	4,914 -93	-2%	-$6.09K	0.29%	40
2019 Q1	$322K	Buy	5,007 +84	+2%	+$5.21K	0.33%	40
2018 Q4	$279K	Buy	+4,923	New	+$302K	0.33%	44

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MKD Wealth Coaches's ITOT Position: Q2 2026 in Review

MKD Wealth Coaches held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,394 shares worth $558K. The position accounts for 0.48% of the portfolio, ranked #14.

MKD Wealth Coaches first reported a position in ITOT in Q4 2018 and has held it in 12 quarters since. 511 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

MKD Wealth Coaches held 3,394 shares of iShares Core S&P Total US Stock Market ETF worth $558K as of Q2 2026.
MKD Wealth Coaches 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 0.48% of MKD Wealth Coaches's portfolio in Q2 2026, its #14 holding.
MKD Wealth Coaches first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 12 quarters since.
511 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.