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Moneywise Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Moneywise Inc’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 		$17.5M Buy
106,454
+47,761
+81% +$7.58M 6.52% 2
2026
Q1 		$8.36M Sell
58,693
-13,201
-18% -$1.96M 3.65% 6
2025
Q4 		$10.7M Sell
71,894
-23,630
-25% -$3.49M 4.45% 6
2025
Q3 		$13.9M Buy
95,524
+4,640
+5% +$651K 6.29% 5
2025
Q2 		$12.3M Sell
90,884
-44,886
-33% -$5.6M 5.75% 5
2025
Q1 		$16.6M Sell
135,770
-4,145
-3% -$534K 8.77% 2
2024
Q4 		$18M Buy
139,915
+7,396
+6% +$958K 9.02% 2
2024
Q3 		$16.6M Buy
132,519
+11,614
+10% +$1.41M 8.19% 2
2024
Q2 		$14.4M Buy
120,905
+30,834
+34% +$3.54M 7.6% 2
2024
Q1 		$10.4M Buy
+90,071
New +$9.88M 5.64% 6

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Moneywise Inc's ITOT Position: Q2 2026 in Review

Moneywise Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 81% in Q2 2026, buying an estimated $7.58M and bringing the position to 106,454 shares worth $17.5M. The position accounts for 6.52% of the portfolio, ranked #2.

Moneywise Inc first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $18M in Q4 2024. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Moneywise Inc held 106,454 shares of iShares Core S&P Total US Stock Market ETF worth $17.5M as of Q2 2026.
  • Moneywise Inc bought 47,761 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.58M.
  • iShares Core S&P Total US Stock Market ETF made up 6.52% of Moneywise Inc's portfolio in Q2 2026, its #2 holding.
  • Moneywise Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Moneywise Inc's iShares Core S&P Total US Stock Market ETF position peaked at $18M in Q4 2024.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.