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

Barnes Dennig Private 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 		$34.5K Hold
210
– – 0.03% 183
2026
Q1 		$29.9K Hold
210
– – 0.03% 186
2025
Q4 		$31.2K Hold
210
– – 0.03% 173
2025
Q3 		$30.6K Hold
210
– – 0.03% 164
2025
Q2 		$28.4K Hold
210
– – 0.03% 149
2025
Q1 		$25.6K Buy
+210
New +$27.1K 0.04% 93

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
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
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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Barnes Dennig Private Wealth Management's ITOT Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 210 shares worth $34.5K. The position accounts for 0.03% of the portfolio, ranked #183.

Barnes Dennig Private Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 210 shares of iShares Core S&P Total US Stock Market ETF worth $34.5K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Barnes Dennig Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 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 Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.