MSH Capital Advisors’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
$1.01M Buy
6,178
+537
+10% +$85.2K 0.18% 122
2026
Q1
$803K Buy
5,641
+1,363
+32% +$203K 0.17% 126
2025
Q4
$636K Sell
4,278
-336
-7% -$49.6K 0.14% 155
2025
Q3
$672K Sell
4,614
-89
-2% -$12.5K 0.18% 139
2025
Q2
$635K Sell
4,703
-112
-2% -$14K 0.18% 133
2025
Q1
$587K Buy
4,815
+1
+0% +$129 0.18% 129
2024
Q4
$619K Sell
4,814
-222
-4% -$28.7K 0.2% 124
2024
Q3
$633K Buy
5,036
+4
+0.1% +$484 0.19% 123
2024
Q2
$598K Buy
5,032
+2
+0% +$230 0.2% 116
2024
Q1
$580K Sell
5,030
-224
-4% -$24.6K 0.2% 116
2023
Q4
$553K Sell
5,254
-400
-7% -$39.2K 0.21% 117
2023
Q3
$533K Sell
5,654
-424
-7% -$41.7K 0.21% 120
2023
Q2
$595K Buy
6,078
+3,843
+172% +$355K 0.22% 115
2023
Q1
$202K Sell
2,235
-595
-21% -$52.8K 0.09% 194
2022
Q4
$240K Sell
2,830
-651
-19% -$55.6K 0.11% 177
2022
Q3
$277K Hold
3,481
0.14% 153
2022
Q2
$292K Buy
3,481
+431
+14% +$39.3K 0.14% 150
2022
Q1
$308K Buy
+3,050
New +$304K 0.13% 153

Other funds holding ITOT

MSH Capital Advisors's ITOT Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.5% in Q2 2026, buying an estimated $85.2K and bringing the position to 6,178 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #122.

MSH Capital Advisors first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • MSH Capital Advisors held 6,178 shares of iShares Core S&P Total US Stock Market ETF worth $1.01M as of Q2 2026.
  • MSH Capital Advisors bought 537 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $85.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of MSH Capital Advisors's portfolio in Q2 2026, its #122 holding.
  • MSH Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 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 MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.