Baltimore-Washington Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Baltimore-Washington Financial Advisors’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	$332K	Sell	2,022 -207	-9%	-$32.9K	0.01%	161
2026 Q1	$317K	Buy	2,229 +787	+55%	+$117K	0.01%	149
2025 Q4	$214K	Sell	1,442 -2	-0.1%	-$295	0.01%	184
2025 Q3	$210K	Buy	+1,444	New	+$203K	0.01%	172
2025 Q1	–	Sell	-1,711	Closed	-$220K	–	160
2024 Q4	$220K	Buy	+1,711	New	+$222K	0.01%	143

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

Baltimore-Washington Financial Advisors's ITOT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.3% in Q2 2026, selling an estimated $32.9K and leaving 2,022 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #161.

Baltimore-Washington Financial Advisors first reported a position in ITOT in Q4 2024 and has held it in 5 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Baltimore-Washington Financial Advisors held 2,022 shares of iShares Core S&P Total US Stock Market ETF worth $332K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 207 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.9K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #161 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.