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

Modern 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	$20.3M	Sell	123,740 -8,844	-7%	-$1.4M	0.24%	108
2026 Q1	$19M	Sell	132,584 -9,424	-7%	-$1.4M	0.33%	79
2025 Q4	$21.1M	Buy	142,008 +3,125	+2%	+$461K	0.39%	67
2025 Q3	$20.2M	Sell	138,883 -3,368	-2%	-$472K	0.4%	67
2025 Q2	$19.2M	Buy	142,251 +24,459	+21%	+$3.05M	0.47%	55
2025 Q1	$14.4M	Buy	117,792 +87,342	+287%	+$11.3M	0.46%	54
2024 Q4	$3.92M	Buy	30,450 +1,043	+4%	+$135K	0.15%	127
2024 Q3	$3.69M	Buy	29,407 +2,995	+11%	+$363K	0.23%	75
2024 Q2	$3.14M	Buy	+26,412	New	+$3.03M	0.23%	61

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

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

Modern Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.7% in Q2 2026, selling an estimated $1.4M and leaving 123,740 shares worth $20.3M. The position accounts for 0.24% of the portfolio, ranked #108.

Modern Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.1M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Modern Wealth Management held 123,740 shares of iShares Core S&P Total US Stock Market ETF worth $20.3M as of Q2 2026.
Modern Wealth Management sold 8,844 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.4M.
iShares Core S&P Total US Stock Market ETF made up 0.24% of Modern Wealth Management's portfolio in Q2 2026, its #108 holding.
Modern Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $21.1M in Q4 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.