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

BAM 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 		$432K Sell
2,629
-54
-2% -$8.57K 0.27% 104
2026
Q1 		$382K Sell
2,683
-1,772
-40% -$263K 0.29% 85
2025
Q4 		$662K Buy
4,455
+2,097
+89% +$309K 0.48% 59
2025
Q3 		$343K Buy
+2,358
New +$331K 0.27% 85

Other funds holding ITOT

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
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
BP
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

BAM Wealth Management's ITOT Position: Q2 2026 in Review

BAM Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2026, selling an estimated $8.57K and leaving 2,629 shares worth $432K. The position accounts for 0.27% of the portfolio, ranked #104.

BAM Wealth Management first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $662K in Q4 2025. 1,159 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • BAM Wealth Management held 2,629 shares of iShares Core S&P Total US Stock Market ETF worth $432K as of Q2 2026.
  • BAM Wealth Management sold 54 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.57K.
  • iShares Core S&P Total US Stock Market ETF made up 0.27% of BAM Wealth Management's portfolio in Q2 2026, its #104 holding.
  • BAM Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $662K in Q4 2025.
  • 1,159 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.