Mowery & Schoenfeld Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Mowery & Schoenfeld 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 Q2	$99.5K	Buy	606 +203	+50%	+$32.2K	0.14%	93
2026 Q1	$57.4K	Hold	403	–	–	0.09%	119
2025 Q4	$59.9K	Sell	403 -39	-9%	-$5.76K	0.09%	128
2025 Q3	$64.4K	Sell	442 -40	-8%	-$5.61K	0.11%	104
2025 Q2	$65.1K	Sell	482 -414	-46%	-$51.7K	0.1%	103
2025 Q1	$109K	Buy	+896	New	+$115K	0.21%	76

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

Mowery & Schoenfeld Wealth Management's ITOT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 50% in Q2 2026, buying an estimated $32.2K and bringing the position to 606 shares worth $99.5K. The position accounts for 0.14% of the portfolio, ranked #93.

Mowery & Schoenfeld Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $109K in Q1 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 606 shares of iShares Core S&P Total US Stock Market ETF worth $99.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management bought 203 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.2K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #93 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $109K in Q1 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.