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

MorganRosel Wealth 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 		$5.52M Buy
33,616
+866
+3% +$137K 1.86% 16
2026
Q1 		$4.66M Sell
32,750
-29,284
-47% -$4.35M 1.84% 18
2025
Q4 		$9.22M Sell
62,034
-3,167
-5% -$467K 2.31% 14
2025
Q3 		$9.5M Buy
65,201
+1,357
+2% +$190K 2.46% 10
2025
Q2 		$8.62M Sell
63,844
-4,140
-6% -$517K 2.35% 10
2025
Q1 		$8.29M Sell
67,984
-116
-0.2% -$15K 2.52% 9
2024
Q4 		$8.76M Buy
68,100
+1,099
+2% +$142K 2.87% 4
2024
Q3 		$8.42M Buy
67,001
+5,573
+9% +$675K 2.78% 8
2024
Q2 		$7.3M Buy
61,428
+898
+1% +$103K 2.58% 11
2024
Q1 		$6.98M Sell
60,530
-2,904
-5% -$318K 2.49% 10
2023
Q4 		$6.68M Sell
63,434
-247
-0.4% -$24.2K 2.58% 10
2023
Q3 		$6M Buy
63,681
+2,088
+3% +$205K 2.5% 10
2023
Q2 		$6.03M Buy
61,593
+13,100
+27% +$1.21M 2.46% 9
2023
Q1 		$4.39M Buy
48,493
+24,732
+104% +$2.2M 1.87% 15
2022
Q4 		$2.01M Buy
+23,761
New +$2.03M 0.93% 20

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MorganRosel Wealth Management's ITOT Position: Q2 2026 in Review

MorganRosel Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, buying an estimated $137K and bringing the position to 33,616 shares worth $5.52M. The position accounts for 1.86% of the portfolio, ranked #16.

MorganRosel Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.5M in Q3 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • MorganRosel Wealth Management held 33,616 shares of iShares Core S&P Total US Stock Market ETF worth $5.52M as of Q2 2026.
  • MorganRosel Wealth Management bought 866 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $137K.
  • iShares Core S&P Total US Stock Market ETF made up 1.86% of MorganRosel Wealth Management's portfolio in Q2 2026, its #16 holding.
  • MorganRosel Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • MorganRosel Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $9.5M in Q3 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.