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

Mosaic Family Wealth Partners’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	$1.47M	Hold	8,952	–	–	0.1%	166
2026 Q1	$1.28M	Hold	8,952	–	–	0.13%	97
2025 Q4	$1.33M	Hold	8,952	–	–	0.15%	81
2025 Q3	$1.3M	Hold	8,952	–	–	0.15%	71
2025 Q2	$1.21M	Hold	8,952	–	–	0.15%	70
2025 Q1	$1.09M	Sell	8,952 -40	-0.4%	-$5.16K	0.16%	73
2024 Q4	$1.16M	Buy	8,992 +40	+0.4%	+$5.18K	0.17%	68
2024 Q3	$1.12M	Hold	8,952	–	–	0.17%	71
2024 Q2	$1.06M	Hold	8,952	–	–	0.17%	66
2024 Q1	$1.03M	Hold	8,952	–	–	0.17%	65
2023 Q4	$942K	Hold	8,952	–	–	0.16%	74
2023 Q3	$843K	Sell	8,952 -763	-8%	-$75K	0.17%	76
2023 Q2	$951K	Sell	9,715 -657	-6%	-$60.7K	0.19%	65
2023 Q1	$939K	Buy	10,372 +657	+7%	+$58.3K	0.2%	65
2022 Q4	$824K	Buy	+9,715	New	+$829K	0.23%	68

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mosaic Family Wealth Partners's ITOT Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 8,952 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #166.

Mosaic Family Wealth Partners first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Mosaic Family Wealth Partners held 8,952 shares of iShares Core S&P Total US Stock Market ETF worth $1.47M as of Q2 2026.
Mosaic Family Wealth Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #166 holding.
Mosaic Family Wealth Partners 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.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.