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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Modern Wealth Management's ITOT Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.6% in Q1 2026, selling an estimated $1.4M and leaving 132,584 shares worth $19M. The position accounts for 0.33% of the portfolio, ranked #79.

Modern Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.1M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Modern Wealth Management held 132,584 shares of iShares Core S&P Total US Stock Market ETF worth $19M as of Q1 2026.
Modern Wealth Management sold 9,424 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.4M.
iShares Core S&P Total US Stock Market ETF made up 0.33% of Modern Wealth Management's portfolio in Q1 2026, its #79 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 8 quarters since.
Modern Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $21.1M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.