MN Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
MN Wealth Advisors's ITOT Position: Q2 2026 in Review
MN Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.9% in Q2 2026, buying an estimated $141K and bringing the position to 12,105 shares worth $1.99M. The position accounts for 0.85% of the portfolio, ranked #23.
MN Wealth Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- MN Wealth Advisors held 12,105 shares of iShares Core S&P Total US Stock Market ETF worth $1.99M as of Q2 2026.
- MN Wealth Advisors bought 886 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $141K.
- iShares Core S&P Total US Stock Market ETF made up 0.85% of MN Wealth Advisors's portfolio in Q2 2026, its #23 holding.
- MN Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.