Badgley Phelps Wealth Managers’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
$3.97M Buy
24,141
+10
+0% +$1.59K 0.07% 143
2026
Q1
$3.44M Sell
24,131
-480
-2% -$71.4K 0.07% 143
2025
Q4
$3.66M Buy
24,611
+914
+4% +$135K 0.07% 145
2025
Q3
$3.45M Sell
23,697
-1,043
-4% -$146K 0.07% 136
2025
Q2
$3.34M Sell
24,740
-758
-3% -$94.6K 0.07% 134
2025
Q1
$3.11M Buy
25,498
+958
+4% +$123K 0.08% 137
2024
Q4
$3.16M Sell
24,540
-949
-4% -$123K 0.07% 134
2024
Q3
$3.2M Buy
25,489
+1,012
+4% +$123K 0.07% 129
2024
Q2
$2.91M Sell
24,477
-44
-0.2% -$5.05K 0.07% 128
2024
Q1
$2.83M Sell
24,521
-144
-0.6% -$15.8K 0.07% 126
2023
Q4
$2.6M Buy
24,665
+174
+0.7% +$17.1K 0.07% 124
2023
Q3
$2.31M Hold
24,491
0.08% 120
2023
Q2
$2.4M Sell
24,491
-2,965
-11% -$274K 0.08% 119
2023
Q1
$2.49M Buy
27,456
+19,617
+250% +$1.74M 0.09% 114
2022
Q4
$665K Buy
+7,839
New +$669K 0.03% 138

Other funds holding ITOT

Badgley Phelps Wealth Managers's ITOT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.04% in Q2 2026, buying an estimated $1.59K and bringing the position to 24,141 shares worth $3.97M. The position accounts for 0.07% of the portfolio, ranked #143.

Badgley Phelps Wealth Managers first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Badgley Phelps Wealth Managers held 24,141 shares of iShares Core S&P Total US Stock Market ETF worth $3.97M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #143 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 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 Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.