Mutual 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
Q1 | $3.01M | Buy |
21,133
+1,610
| +8% | +$239K | 0.06% | 283 |
|
|
2025
Q4 | $2.9M | Sell |
19,523
-169
| -0.9% | -$24.9K | 0.06% | 279 |
|
|
2025
Q3 | $2.89M | Buy |
19,692
+201
| +1% | +$28.2K | 0.06% | 279 |
|
|
2025
Q2 | $2.72M | Buy |
19,491
+1,495
| +8% | +$187K | 0.07% | 261 |
|
|
2025
Q1 | $2.16M | Buy |
17,996
+898
| +5% | +$116K | 0.06% | 273 |
|
|
2024
Q4 | $2.23M | Sell |
17,098
-2,255
| -12% | -$292K | 0.06% | 259 |
|
|
2024
Q3 | $2.45M | Buy |
19,353
+507
| +3% | +$61.4K | 0.07% | 242 |
|
|
2024
Q2 | $2.26M | Buy |
18,846
+1,560
| +9% | +$179K | 0.07% | 250 |
|
|
2024
Q1 | $1.99M | Buy |
17,286
+120
| +0.7% | +$13.2K | 0.06% | 273 |
|
|
2023
Q4 | $1.81M | Buy |
17,166
+1,859
| +12% | +$182K | 0.06% | 299 |
|
|
2023
Q3 | $1.44M | Buy |
15,307
+160
| +1% | +$15.7K | 0.06% | 325 |
|
|
2023
Q2 | $1.48M | Buy |
15,147
+4,692
| +45% | +$434K | 0.06% | 329 |
|
|
2023
Q1 | $947K | Sell |
10,455
-1,701
| -14% | -$151K | 0.04% | 440 |
|
|
2022
Q4 | $1.03M | Sell |
12,156
-1,479
| -11% | -$126K | 0.05% | 402 |
|
|
2022
Q3 | $1.08M | Buy |
13,635
+61
| +0.4% | +$5.39K | 0.06% | 343 |
|
|
2022
Q2 | $1.14M | Buy |
13,574
+294
| +2% | +$26.8K | 0.08% | 302 |
|
|
2022
Q1 | $1.34M | Sell |
13,280
-4,446
| -25% | -$443K | 0.08% | 290 |
|
|
2021
Q4 | $1.9M | Buy |
17,726
+3,154
| +22% | +$330K | 0.1% | 243 |
|
|
2021
Q3 | $1.43M | Buy |
14,572
+1,109
| +8% | +$112K | 0.08% | 281 |
|
|
2021
Q2 | $1.33M | Sell |
13,463
-70,312
| -84% | -$6.76M | 0.08% | 297 |
|
|
2021
Q1 | $7.67M | Buy |
83,775
+73,007
| +678% | +$6.55M | 0.53% | 32 |
|
|
2020
Q4 | $928K | Sell |
10,768
-13,612
| -56% | -$1.1M | 0.07% | 328 |
|
|
2020
Q3 | $1.84M | Sell |
24,380
-15,678
| -39% | -$1.17M | 0.16% | 153 |
|
|
2020
Q2 | $2.78M | Sell |
40,058
-750
| -2% | -$49K | 0.27% | 76 |
|
|
2020
Q1 | $2.33M | Sell |
40,808
-141,604
| -78% | -$9.72M | 0.32% | 74 |
|
|
2019
Q4 | $13.3M | Sell |
182,412
-1,922
| -1% | -$134K | 1.41% | 6 |
|
|
2019
Q3 | $12.4M | Sell |
184,334
-57,690
| -24% | -$3.87M | 1.63% | 6 |
|
|
2019
Q2 | $16.1M | Buy |
242,024
+57,345
| +31% | +$3.76M | 2.1% | 4 |
|
|
2019
Q1 | $11.9M | Buy |
184,679
+22,202
| +14% | +$1.38M | 1.76% | 7 |
|
|
2018
Q4 | $9.22M | Buy |
162,477
+12,416
| +8% | +$763K | 1.82% | 7 |
|
|
2018
Q3 | $10M | Buy |
150,061
+13,214
| +10% | +$866K | 1.52% | 10 |
|
|
2018
Q2 | $8.56M | Buy |
136,847
+10,250
| +8% | +$637K | 1.95% | 4 |
|
|
2018
Q1 | $7.65M | Buy |
126,597
+91,981
| +266% | +$5.74M | 1.94% | 5 |
|
|
2017
Q4 | $2.12M | Buy |
+34,616
| New | +$2.06M | 0.8% | 21 |
|
Other funds holding ITOT
FPAS
Mutual Advisors's ITOT Position: Q1 2026 in Review
Mutual Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.2% in Q1 2026, buying an estimated $239K and bringing the position to 21,133 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #283.
Mutual Advisors first reported a position in ITOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.1M in Q2 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Mutual Advisors held 21,133 shares of iShares Core S&P Total US Stock Market ETF worth $3.01M as of Q1 2026.
- Mutual Advisors bought 1,610 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $239K.
- iShares Core S&P Total US Stock Market ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #283 holding.
- Mutual Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $16.1M in Q2 2019.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.