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

Mount Yale Investment 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 		$3.05M Buy
+21,405
New +$3.18M 0.07% 278
2025
Q3 		– Sell
-19,002
Closed -$2.57M – 1129
2025
Q2 		$2.57M Sell
19,002
-228
-1% -$28.5K 0.2% 102
2025
Q1 		$2.35M Sell
19,230
-387
-2% -$49.9K 0.2% 107
2024
Q4 		$2.52M Buy
19,617
+7,543
+62% +$977K 0.2% 97
2024
Q3 		$1.52M Sell
12,074
-12,213
-50% -$1.48M 0.15% 150
2024
Q2 		$2.88M Sell
24,287
-719
-3% -$82.5K 0.23% 91
2024
Q1 		$2.88M Buy
25,006
+3
+0% +$329 0.22% 100
2023
Q4 		$2.63M Buy
25,003
+4
+0% +$392 0.25% 94
2023
Q3 		$2.35M Buy
24,999
+1,189
+5% +$117K 0.26% 90
2023
Q2 		$2.33M Buy
23,810
+1,146
+5% +$106K 0.25% 95
2023
Q1 		$2.05M Sell
22,664
-68,537
-75% -$6.08M 0.23% 103
2022
Q4 		$7.73M Buy
91,201
+50,487
+124% +$4.31M 0.88% 12
2022
Q3 		$3.24M Buy
40,714
+4,942
+14% +$437K 0.43% 56
2022
Q2 		$3M Buy
35,772
+4,157
+13% +$379K 0.38% 63
2022
Q1 		$3.19M Buy
31,615
+27,416
+653% +$2.73M 0.35% 63
2021
Q4 		$449K Buy
4,199
+755
+22% +$78.9K 0.05% 309
2021
Q3 		$339K Sell
3,444
-727
-17% -$73.5K 0.04% 333
2021
Q2 		$412K Sell
4,171
-742
-15% -$71.4K 0.05% 284
2021
Q1 		$450K Sell
4,913
-98
-2% -$8.79K 0.06% 271
2020
Q4 		$432K Buy
+5,011
New +$406K 0.06% 264
2020
Q2 		– Sell
-21,008
Closed -$1.2M – 348
2020
Q1 		$1.2M Buy
21,008
+8,153
+63% +$559K 0.27% 98
2019
Q4 		$933K Buy
12,855
+4,389
+52% +$305K 0.16% 126
2019
Q3 		$591K Buy
8,466
+3,488
+70% +$234K 0.11% 169
2019
Q2 		$326K Buy
4,978
+167
+3% +$10.9K 0.06% 253
2019
Q1 		$310K Buy
4,811
+752
+19% +$46.6K 0.06% 247
2018
Q4 		$251K Buy
4,059
+2,010
+98% +$123K 0.05% 275
2018
Q3 		$131K Hold
2,049
– – 0.02% 362
2018
Q2 		$128K Buy
2,049
+871
+74% +$54.1K 0.02% 391
2018
Q1 		$71K Buy
+1,178
New +$73.6K 0.02% 547

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

Mount Yale Investment Advisors's ITOT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 21,405 shares worth $3.05M. The stake represents 0.07% of the portfolio and ranks #278 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ITOT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ITOT in Q1 2018 and has held it in 29 quarters since. The position peaked at $7.73M in Q4 2022. 1,620 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Mount Yale Investment Advisors held 21,405 shares of iShares Core S&P Total US Stock Market ETF worth $3.05M as of Q1 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 29 quarters since.
  • Mount Yale Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $7.73M in Q4 2022.
  • 1,620 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.