BCWM
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Ball & Co Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ball & Co 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
Q2 		$3K Buy
+19
New +$3.02K ﹤0.01% 61
2025
Q1 		– Sell
-8
Closed -$1K – 68
2024
Q4 		$1K Buy
+8
New +$1.04K ﹤0.01% 65

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Ball & Co Wealth Management's ITOT Position: Q2 2026 in Review

Ball & Co Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 19 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #61 among its holdings. This is a return to the name: Ball & Co Wealth Management previously reported a position in ITOT as recently as Q4 2024.

Ball & Co Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 2 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Ball & Co Wealth Management held 19 shares of iShares Core S&P Total US Stock Market ETF worth $3K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Ball & Co Wealth Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Ball & Co Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 2 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 Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.