MWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

MorganRosel Wealth Management's ITOT Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 47% in Q1 2026, selling an estimated $4.35M and leaving 32,750 shares worth $4.66M. The position accounts for 1.84% of the portfolio, ranked #18.

MorganRosel Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.5M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • MorganRosel Wealth Management held 32,750 shares of iShares Core S&P Total US Stock Market ETF worth $4.66M as of Q1 2026.
  • MorganRosel Wealth Management sold 29,284 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.35M.
  • iShares Core S&P Total US Stock Market ETF made up 1.84% of MorganRosel Wealth Management's portfolio in Q1 2026, its #18 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 14 quarters since.
  • MorganRosel Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $9.5M in Q3 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 MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.