Baker Tilly Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Baker Tilly Wealth Management’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 Q3	$5.18M	Sell	31,159 -2,802	-8%	-$466K	1.02%	23
2026 Q2	$5.58M	Buy	33,961 +4	+0%	+$635	1.19%	20
2026 Q1	$4.84M	Buy	33,957 +108	+0.3%	+$16.1K	1.18%	21
2025 Q4	$5.03M	Sell	33,849 -20,683	-38%	-$3.05M	1.24%	21
2025 Q3	$7.94M	Buy	54,532 +40,013	+276%	+$5.61M	1.79%	11
2025 Q2	$1.96M	Hold	14,519	–	–	0.7%	28
2025 Q1	$1.77M	Sell	14,519 -759	-5%	-$97.8K	0.69%	24
2024 Q4	$1.97M	Buy	15,278 +13,384	+707%	+$1.73M	0.77%	26
2024 Q3	$238K	Sell	1,894 -75	-4%	-$9.08K	0.11%	211
2024 Q2	$234K	Sell	1,969 -5	-0.3%	-$574	0.1%	238
2024 Q1	$228K	Sell	1,974 -2,000	-50%	-$219K	0.04%	391
2023 Q4	$418K	Buy	3,974 +69	+2%	+$6.76K	0.07%	324
2023 Q3	$368K	Hold	3,905	–	–	0.06%	328
2023 Q2	$382K	Sell	3,905 -240	-6%	-$22.2K	0.04%	404
2023 Q1	$375K	Sell	4,145 -651	-14%	-$57.8K	0.04%	403
2022 Q4	$407K	Buy	4,796 +941	+24%	+$80.3K	0.05%	376
2022 Q3	$307K	Hold	3,855	–	–	0.04%	405
2022 Q2	$323K	Hold	3,855	–	–	0.04%	403
2022 Q1	$389K	Buy	3,855 +155	+4%	+$15.5K	0.04%	392
2021 Q4	$396K	Hold	3,700	–	–	0.04%	396
2021 Q3	$364K	Hold	3,700	–	–	0.05%	382
2021 Q2	$365K	Buy	3,700 +510	+16%	+$49K	0.06%	354
2021 Q1	$292K	Hold	3,190	–	–	0.06%	364
2020 Q4	$275K	Buy	+3,190	New	+$258K	0.08%	257

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Baker Tilly Wealth Management's ITOT Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q3 2026, selling an estimated $466K and leaving 31,159 shares worth $5.18M. The position accounts for 1.02% of the portfolio, ranked #23.

Baker Tilly Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.94M in Q3 2025. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Baker Tilly Wealth Management held 31,159 shares of iShares Core S&P Total US Stock Market ETF worth $5.18M as of Q3 2026.
Baker Tilly Wealth Management sold 2,802 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $466K.
iShares Core S&P Total US Stock Market ETF made up 1.02% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #23 holding.
Baker Tilly Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
Baker Tilly Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $7.94M in Q3 2025.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.