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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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. 1,714 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.
1,714 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.