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 Q3	$564K	Hold	3,394	–	–	0.47%	16
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

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

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

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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

MKD Wealth Coaches's ITOT Position: Q3 2026 in Review

MKD Wealth Coaches held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 3,394 shares worth $564K. The position accounts for 0.47% of the portfolio, ranked #16.

MKD Wealth Coaches first reported a position in ITOT in Q4 2018 and has held it in 13 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

MKD Wealth Coaches held 3,394 shares of iShares Core S&P Total US Stock Market ETF worth $564K as of Q3 2026.
MKD Wealth Coaches 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 0.47% of MKD Wealth Coaches's portfolio in Q3 2026, its #16 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 13 quarters since.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.