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Monument Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Monument Capital Management’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 		$9.36M Sell
56,958
-2,024
-3% -$321K 1.88% 6
2026
Q1 		$8.4M Sell
58,982
-609
-1% -$90.6K 2.1% 4
2025
Q4 		$8.86M Sell
59,591
-921
-2% -$136K 2.2% 3
2025
Q3 		$8.81M Sell
60,512
-841
-1% -$118K 2.2% 2
2025
Q2 		$8.29M Sell
61,353
-1,586
-3% -$198K 2.16% 2
2025
Q1 		$7.68M Sell
62,939
-163,419
-72% -$21.1M 2.36% 2
2024
Q4 		$29.1M Sell
226,358
-4,384
-2% -$568K 8.03% 1
2024
Q3 		$29M Sell
230,742
-8,137
-3% -$985K 8.02% 1
2024
Q2 		$28.4M Buy
238,879
+40,803
+21% +$4.68M 8.35% 1
2024
Q1 		$22.8M Buy
198,076
+113,726
+135% +$12.5M 6.58% 1
2023
Q4 		$8.88M Sell
84,350
-6,022
-7% -$590K 2.86% 6
2023
Q3 		$8.51M Buy
90,372
+622
+0.7% +$61.1K 2.86% 8
2023
Q2 		$8.78M Sell
89,750
-17
-0% -$1.57K 2.8% 7
2023
Q1 		$8.13M Sell
89,767
-12,702
-12% -$1.13M 2.72% 7
2022
Q4 		$8.69M Sell
102,469
-5,873
-5% -$501K 2.97% 6
2022
Q3 		$8.62M Sell
108,342
-6,630
-6% -$586K 3.23% 6
2022
Q2 		$9.63M Sell
114,972
-1,900
-2% -$173K 3.63% 2
2022
Q1 		$11.8M Sell
116,872
-5,521
-5% -$550K 3.83% 6
2021
Q4 		$13.1M Sell
122,393
-2,828
-2% -$296K 4.06% 4
2021
Q3 		$12.3M Sell
125,221
-3,145
-2% -$318K 4.19% 4
2021
Q2 		$12.7M Sell
128,366
-2,387
-2% -$230K 4.39% 3
2021
Q1 		$12M Sell
130,753
-2,243
-2% -$201K 4.8% 3
2020
Q4 		$11.5M Sell
132,996
-3,130
-2% -$254K 5.3% 1
2020
Q3 		$10.3M Sell
136,126
-28,479
-17% -$2.13M 5.42% 1
2020
Q2 		$11.4M Sell
164,605
-22,772
-12% -$1.49M 6.72% 1
2020
Q1 		$10.7M Sell
187,377
-3,080
-2% -$211K 7.71% 1
2019
Q4 		$13.8M Buy
190,457
+1,569
+0.8% +$109K 7.06% 1
2019
Q3 		$12.7M Sell
188,888
-23,096
-11% -$1.55M 6.87% 1
2019
Q2 		$14.2M Sell
211,984
-4,004
-2% -$262K 7.67% 1
2019
Q1 		$13.9M Sell
215,988
-2,879
-1% -$179K 7.91% 1
2018
Q4 		$12.4M Sell
218,867
-16,565
-7% -$1.02M 7.76% 1
2018
Q3 		$15.7M Buy
235,432
+25,164
+12% +$1.65M 8.81% 1
2018
Q2 		$13.1M Buy
+210,268
New +$13.1M 9.12% 1

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Monument Capital Management's ITOT Position: Q2 2026 in Review

Monument Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q2 2026, selling an estimated $321K and leaving 56,958 shares worth $9.36M. The position accounts for 1.88% of the portfolio, ranked #6.

Monument Capital Management first reported a position in ITOT in Q2 2018 and has held it in 33 quarters since. The position peaked at $29.1M in Q4 2024. 910 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Monument Capital Management held 56,958 shares of iShares Core S&P Total US Stock Market ETF worth $9.36M as of Q2 2026.
  • Monument Capital Management sold 2,024 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $321K.
  • iShares Core S&P Total US Stock Market ETF made up 1.88% of Monument Capital Management's portfolio in Q2 2026, its #6 holding.
  • Monument Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
  • Monument Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $29.1M in Q4 2024.
  • 910 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.