Private Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Private Management Group’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	$1.66M	Buy	10,075 +75	+0.8%	+$11.9K	0.04%	197
2026 Q1	$1.42M	Hold	10,000	–	–	0.04%	191
2025 Q4	$1.49M	Hold	10,000	–	–	0.04%	188
2025 Q3	$1.46M	Hold	10,000	–	–	0.04%	181
2025 Q2	$1.35M	Buy	+10,000	New	+$1.25M	0.04%	178

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

Private Management Group's ITOT Position: Q2 2026 in Review

Private Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.75% in Q2 2026, buying an estimated $11.9K and bringing the position to 10,075 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #197.

Private Management Group first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Private Management Group held 10,075 shares of iShares Core S&P Total US Stock Market ETF worth $1.66M as of Q2 2026.
Private Management Group bought 75 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $11.9K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Private Management Group's portfolio in Q2 2026, its #197 holding.
Private Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.