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

Moneta Group Investment 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
Q1 		$4.62M Hold
32,457
– – 0.03% 174
2025
Q4 		$4.83M Buy
32,457
+4,845
+18% +$715K 0.04% 168
2025
Q3 		$4.02M Buy
27,612
+3,595
+15% +$504K 0.03% 180
2025
Q2 		$3.24M Sell
24,017
-1,225
-5% -$153K 0.04% 170
2025
Q1 		$3.08M Buy
25,242
+1,322
+6% +$170K 0.04% 164
2024
Q4 		$3.08M Buy
23,920
+1,037
+5% +$134K 0.04% 166
2024
Q3 		$2.87M Sell
22,883
-1,788
-7% -$216K 0.04% 164
2024
Q2 		$2.93M Buy
24,671
+760
+3% +$87.2K 0.05% 158
2024
Q1 		$2.76M Buy
23,911
+3,412
+17% +$374K 0.04% 162
2023
Q4 		$2.16M Buy
20,499
+12,979
+173% +$1.27M 0.04% 163
2023
Q3 		$708K Sell
7,520
-1,484
-16% -$146K 0.02% 261
2023
Q2 		$881K Buy
9,004
+1,079
+14% +$99.8K 0.02% 241
2023
Q1 		$718K Buy
7,925
+3,973
+101% +$353K 0.02% 257
2022
Q4 		$358K Buy
3,952
+583
+17% +$49.8K 0.01% 344
2022
Q3 		$268K Sell
3,369
-2,635
-44% -$233K 0.01% 374
2022
Q2 		$503K Buy
6,004
+2,725
+83% +$248K 0.02% 300
2022
Q1 		$331K Sell
3,279
-8,546
-72% -$852K 0.01% 344
2021
Q4 		$1.26M Sell
11,825
-7
-0.1% -$732 0.05% 174
2021
Q3 		$1.16M Buy
11,832
+198
+2% +$20K 0.05% 178
2021
Q2 		$1.15M Buy
+11,634
New +$1.12M 0.05% 184

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Moneta Group Investment Advisors's ITOT Position: Q1 2026 in Review

Moneta Group Investment Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 32,457 shares worth $4.62M. The position accounts for 0.03% of the portfolio, ranked #174.

Moneta Group Investment Advisors first reported a position in ITOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.83M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Moneta Group Investment Advisors held 32,457 shares of iShares Core S&P Total US Stock Market ETF worth $4.62M as of Q1 2026.
  • Moneta Group Investment Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #174 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.83M in Q4 2025.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.