MW ADVISORY, LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MW ADVISORY, LLC’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	$308K	Buy	+1,873	New	+$297K	0.12%	105

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

MW ADVISORY, LLC's ITOT Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,873 shares worth $308K. The stake represents 0.12% of the portfolio and ranks #105 among its holdings.

1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

MW ADVISORY, LLC held 1,873 shares of iShares Core S&P Total US Stock Market ETF worth $308K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new MW ADVISORY, LLC position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.12% of MW ADVISORY, LLC's portfolio in Q2 2026, its #105 holding.
1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.