Baring Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Baring Financial’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	$1.51M	Buy	9,220 +81	+0.9%	+$12.9K	0.83%	34
2026 Q1	$1.3M	Buy	9,139 +82	+0.9%	+$12.2K	0.8%	35
2025 Q4	$1.35M	Sell	9,057 -97	-1%	-$14.3K	0.82%	32
2025 Q3	$1.33M	Sell	9,154 -203	-2%	-$28.5K	0.91%	32
2025 Q2	$1.26M	Buy	9,357 +1	+0%	+$125	0.94%	32
2025 Q1	$1.14M	Sell	9,356 -1,131	-11%	-$146K	0.96%	32
2024 Q4	$1.35M	Buy	+10,487	New	+$1.36M	1.2%	29

Other funds holding ITOT

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Baring Financial's ITOT Position: Q2 2026 in Review

Baring Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.89% in Q2 2026, buying an estimated $12.9K and bringing the position to 9,220 shares worth $1.51M. The position accounts for 0.83% of the portfolio, ranked #34.

Baring Financial first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Baring Financial held 9,220 shares of iShares Core S&P Total US Stock Market ETF worth $1.51M as of Q2 2026.
Baring Financial bought 81 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.9K.
iShares Core S&P Total US Stock Market ETF made up 0.83% of Baring Financial's portfolio in Q2 2026, its #34 holding.
Baring Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.