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 Q3	$8.19M	Sell	49,255 -57,199	-54%	-$9.5M	7.78%	2
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	+$9.9M	5.64%	6

Other funds holding ITOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Moneywise Inc's ITOT Position: Q3 2026 in Review

Moneywise Inc reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 54% in Q3 2026, selling an estimated $9.5M and leaving 49,255 shares worth $8.19M. The position accounts for 7.78% of the portfolio, ranked #2.

Moneywise Inc first reported a position in ITOT in Q1 2024 and has held it in 11 quarters since. The position peaked at $18M in Q4 2024. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Moneywise Inc held 49,255 shares of iShares Core S&P Total US Stock Market ETF worth $8.19M as of Q3 2026.
Moneywise Inc sold 57,199 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $9.5M.
iShares Core S&P Total US Stock Market ETF made up 7.78% of Moneywise Inc's portfolio in Q3 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 11 quarters since.
Moneywise Inc's iShares Core S&P Total US Stock Market ETF position peaked at $18M in Q4 2024.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.