MPWM Advisory Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$83.8K Hold
510
0.04% 165
2026
Q1
$72.6K Hold
510
0.04% 167
2025
Q4
$75.8K Hold
510
0.04% 144
2025
Q3
$74.3K Hold
510
0.04% 135
2025
Q2
$68.9K Buy
510
+461
+941% +$57.5K 0.04% 137
2025
Q1
$5.98K Sell
49
-26
-35% -$3.35K ﹤0.01% 344
2024
Q4
$9.65K Buy
+75
New +$9.71K 0.01% 317

Other funds holding ITOT

MPWM Advisory Solutions's ITOT Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 510 shares worth $83.8K. The position accounts for 0.04% of the portfolio, ranked #165.

MPWM Advisory Solutions first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • MPWM Advisory Solutions held 510 shares of iShares Core S&P Total US Stock Market ETF worth $83.8K as of Q2 2026.
  • MPWM Advisory Solutions 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 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #165 holding.
  • MPWM Advisory Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.