Morton Brown Family Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
Morton Brown Family Wealth's ITOT Position: Q2 2025 in Review
Morton Brown Family Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 1,756 shares — an estimated $214K sold.
Morton Brown Family Wealth first reported a position in ITOT in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q4 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.
- Morton Brown Family Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
- Morton Brown Family Wealth sold 1,756 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $214K.
- Morton Brown Family Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and held it in 3 quarters.
- Morton Brown Family Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $226K in Q4 2024.
- 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.
Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.