Modera Wealth Management
ITOT icon

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

Modera Wealth Management’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 		$8.18M Sell
49,189
-1,762
-3% -$293K 0.09% 146
2026
Q2 		$8.37M Sell
50,951
-2,476
-5% -$393K 0.09% 147
2026
Q1 		$7.61M Sell
53,427
-1,025
-2% -$152K 0.09% 148
2025
Q4 		$8.1M Sell
54,452
-2,135
-4% -$315K 0.09% 143
2025
Q3 		$8.24M Buy
56,587
+118
+0.2% +$16.5K 0.1% 143
2025
Q2 		$7.63M Sell
56,469
-2,961
-5% -$369K 0.09% 146
2025
Q1 		$7.25M Sell
59,430
-1,022
-2% -$132K 0.1% 142
2024
Q4 		$7.78M Sell
60,452
-1,922
-3% -$249K 0.09% 141
2024
Q3 		$7.84M Sell
62,374
-194
-0.3% -$23.5K 0.1% 130
2024
Q2 		$7.43M Buy
62,568
+5,714
+10% +$656K 0.11% 128
2024
Q1 		$6.56M Sell
56,854
-1,798
-3% -$197K 0.1% 134
2023
Q4 		$6.17M Sell
58,652
-70
-0.1% -$6.86K 0.1% 134
2023
Q3 		$5.53M Sell
58,722
-1,907
-3% -$187K 0.1% 136
2023
Q2 		$5.93M Buy
60,629
+45,972
+314% +$4.25M 0.11% 134
2023
Q1 		$1.33M Buy
14,657
+9
+0.1% +$799 0.05% 130
2022
Q4 		$1.24M Buy
14,648
+3,529
+32% +$301K 0.05% 132
2022
Q3 		$884K Sell
11,119
-1,281
-10% -$113K 0.04% 143
2022
Q2 		$1.04M Sell
12,400
-2,137
-15% -$195K 0.05% 141
2022
Q1 		$1.47M Buy
14,537
+106
+0.7% +$10.6K 0.06% 124
2021
Q4 		$1.54M Hold
14,431
– – 0.06% 131
2021
Q3 		$1.42M Hold
14,431
– – 0.07% 88
2021
Q2 		$1.42M Buy
14,431
+4,126
+40% +$397K 0.08% 86
2021
Q1 		$944K Buy
10,305
+3,015
+41% +$270K 0.06% 98
2020
Q4 		$628K Buy
7,290
+3,444
+90% +$279K 0.05% 123
2020
Q3 		$290K Hold
3,846
– – 0.04% 124
2020
Q2 		$267K Hold
3,846
– – 0.04% 128
2020
Q1 		$220K Buy
+3,846
New +$264K 0.05% 132

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Modera Wealth Management's ITOT Position: Q3 2026 in Review

Modera Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.5% in Q3 2026, selling an estimated $293K and leaving 49,189 shares worth $8.18M. The position accounts for 0.09% of the portfolio, ranked #146.

Modera Wealth Management first reported a position in ITOT in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.37M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Modera Wealth Management held 49,189 shares of iShares Core S&P Total US Stock Market ETF worth $8.18M as of Q3 2026.
  • Modera Wealth Management sold 1,762 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $293K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Modera Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Modera Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 27 quarters since.
  • Modera Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $8.37M in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.