MFT
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Moisand Fitzgerald Tamayo’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Moisand Fitzgerald Tamayo’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 		$272K Buy
1,638
+993
+154% +$165K 0.03% 110
2026
Q2 		$106K Buy
+645
New +$102K 0.01% 157
2024
Q4 		– Sell
-301
Closed -$37.8K – 617
2024
Q3 		$37.8K Buy
301
+8
+3% +$969 0.01% 219
2024
Q2 		$34.8K Hold
293
– – 0.01% 205
2024
Q1 		$33.8K Sell
293
-3
-1% -$329 0.01% 205
2023
Q4 		$31.1K Buy
+296
New +$29K 0.01% 217

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ITOT Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 154% in Q3 2026, buying an estimated $165K and bringing the position to 1,638 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #110.

Moisand Fitzgerald Tamayo first reported a position in ITOT in Q4 2023 and has held it in 6 quarters since. 305 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Moisand Fitzgerald Tamayo held 1,638 shares of iShares Core S&P Total US Stock Market ETF worth $272K as of Q3 2026.
  • Moisand Fitzgerald Tamayo bought 993 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $165K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #110 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.