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 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	$1.43M	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

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

Modera Wealth Management's ITOT Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.6% in Q2 2026, selling an estimated $393K and leaving 50,951 shares worth $8.37M. The position accounts for 0.09% of the portfolio, ranked #147.

Modera Wealth Management first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Modera Wealth Management held 50,951 shares of iShares Core S&P Total US Stock Market ETF worth $8.37M as of Q2 2026.
Modera Wealth Management sold 2,476 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $393K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Modera Wealth Management's portfolio in Q2 2026, its #147 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 26 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.