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MONECO Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MONECO Advisors’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 		$8.09M Sell
49,254
-2,825
-5% -$448K 0.49% 43
2026
Q1 		$7.42M Sell
52,079
-1,899
-4% -$282K 0.58% 35
2025
Q4 		$8.03M Buy
53,978
+311
+0.6% +$45.9K 0.64% 33
2025
Q3 		$7.82M Sell
53,667
-1,060
-2% -$149K 0.65% 34
2025
Q2 		$7.39M Sell
54,727
-1,393
-2% -$174K 0.69% 32
2025
Q1 		$6.85M Sell
56,120
-5,005
-8% -$645K 0.71% 31
2024
Q4 		$7.86M Sell
61,125
-368
-0.6% -$47.6K 0.83% 28
2024
Q3 		$7.72M Buy
61,493
+4,057
+7% +$491K 0.96% 26
2024
Q2 		$6.82M Buy
57,436
+464
+0.8% +$53.3K 1% 20
2024
Q1 		$6.57M Sell
56,972
-644
-1% -$70.6K 1.04% 18
2023
Q4 		$6.06M Sell
57,616
-90
-0.2% -$8.82K 1.16% 14
2023
Q3 		$5.44M Sell
57,706
-1,074
-2% -$106K 1.47% 11
2023
Q2 		$5.75M Buy
58,780
+89
+0.2% +$8.23K 1.57% 10
2023
Q1 		$5.31M Sell
58,691
-2,266
-4% -$201K 1.56% 11
2022
Q4 		$5.17M Sell
60,957
-1,417
-2% -$121K 1.87% 9
2022
Q3 		$4.96M Sell
62,374
-4,839
-7% -$428K 1.99% 9
2022
Q2 		$5.63M Sell
67,213
-1,445
-2% -$132K 2.19% 8
2022
Q1 		$6.93M Sell
68,658
-491
-0.7% -$49K 2.55% 6
2021
Q4 		$6.88M Sell
69,149
-326
-0.5% -$34.1K 2.59% 6
2021
Q3 		$6.83M Buy
69,475
+2,685
+4% +$271K 2.7% 5
2021
Q2 		$6.6M Buy
66,790
+1,557
+2% +$150K 3.04% 4
2021
Q1 		$5.97M Buy
65,233
+2,259
+4% +$203K 2.9% 4
2020
Q4 		$5.55M Buy
62,974
+187
+0.3% +$15.1K 3.06% 5
2020
Q3 		$4.74M Buy
62,787
+531
+0.9% +$39.6K 3.02% 5
2020
Q2 		$4.32M Sell
62,256
-839
-1% -$54.8K 3.39% 6
2020
Q1 		$3.61M Sell
63,095
-4,082
-6% -$280K 3.69% 6
2019
Q4 		$5.03M Sell
67,177
-1,876
-3% -$131K 3.58% 5
2019
Q3 		$4.63M Sell
69,053
-459
-0.7% -$30.8K 3.6% 5
2019
Q2 		$4.63M Buy
69,512
+496
+0.7% +$32.5K 3.72% 5
2019
Q1 		$4.45M Buy
69,016
+7,292
+12% +$452K 3.6% 5
2018
Q4 		$3.5M Buy
+61,724
New +$3.79M 4.08% 5

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

MONECO Advisors's ITOT Position: Q2 2026 in Review

MONECO Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.4% in Q2 2026, selling an estimated $448K and leaving 49,254 shares worth $8.09M. The position accounts for 0.49% of the portfolio, ranked #43.

MONECO Advisors first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • MONECO Advisors held 49,254 shares of iShares Core S&P Total US Stock Market ETF worth $8.09M as of Q2 2026.
  • MONECO Advisors sold 2,825 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $448K.
  • iShares Core S&P Total US Stock Market ETF made up 0.49% of MONECO Advisors's portfolio in Q2 2026, its #43 holding.
  • MONECO Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.