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

Mosaic 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 		$7.9M Hold
50,527
– – 11.82% 1
2025
Q4 		$7.51M Hold
50,527
– – 14.4% 1
2025
Q3 		$7.36M Buy
50,527
+45,755
+959% +$6.42M 17.83% 1
2025
Q2 		$644K Buy
+4,772
New +$595K 0.95% 7

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

Mosaic Advisors's ITOT Position: Q1 2026 in Review

Mosaic Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 50,527 shares worth $7.9M. The position accounts for 11.82% of the portfolio, ranked #1.

Mosaic Advisors first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Mosaic Advisors held 50,527 shares of iShares Core S&P Total US Stock Market ETF worth $7.9M as of Q1 2026.
  • Mosaic 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 11.82% of Mosaic Advisors's portfolio in Q1 2026, its #1 holding.
  • Mosaic 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.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.