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

Monograph Wealth 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	$318K	Hold	2,234	–	–	0.03%	116
2025 Q4	$332K	Hold	2,234	–	–	0.03%	107
2025 Q3	$325K	Hold	2,234	–	–	0.03%	115
2025 Q2	$302K	Buy	+2,234	New	+$279K	0.04%	105

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Monograph Wealth Advisors's ITOT Position: Q1 2026 in Review

Monograph Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,234 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #116.

Monograph Wealth Advisors first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $332K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Monograph Wealth Advisors held 2,234 shares of iShares Core S&P Total US Stock Market ETF worth $318K as of Q1 2026.
Monograph Wealth 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 Monograph Wealth Advisors's portfolio in Q1 2026, its #116 holding.
Monograph Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
Monograph Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $332K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.