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Barrett & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Barrett & Company’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 		$417K Buy
2,541
+200
+9% +$31.7K 0.12% 104
2026
Q1 		$333K Sell
2,341
-154
-6% -$22.9K 0.11% 105
2025
Q4 		$371K Sell
2,495
-15
-0.6% -$2.21K 0.12% 97
2025
Q3 		$366K Buy
2,510
+2
+0.1% +$280 0.13% 101
2025
Q2 		$339K Buy
2,508
+2
+0.1% +$250 0.13% 106
2025
Q1 		$306K Buy
2,506
+2
+0.1% +$258 0.13% 108
2024
Q4 		$322K Buy
2,504
+2
+0.1% +$259 0.14% 101
2024
Q3 		$314K Buy
2,502
+3
+0.1% +$363 0.14% 106
2024
Q2 		$297K Buy
2,499
+1
+0% +$115 0.13% 107
2024
Q1 		$288K Buy
2,498
+5
+0.2% +$548 0.14% 106
2023
Q4 		$262K Buy
2,493
+14
+0.6% +$1.37K 0.14% 111
2023
Q3 		$233K Hold
2,479
– – 0.14% 111
2023
Q2 		$243K Buy
2,479
+5
+0.2% +$462 0.14% 111
2023
Q1 		$224K Buy
2,474
+6
+0.2% +$533 0.14% 114
2022
Q4 		$209K Hold
2,468
– – 0.14% 110
2022
Q3 		$209K Buy
+2,468
New +$218K 0.14% 110

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

Barrett & Company's ITOT Position: Q2 2026 in Review

Barrett & Company increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.5% in Q2 2026, buying an estimated $31.7K and bringing the position to 2,541 shares worth $417K. The position accounts for 0.12% of the portfolio, ranked #104.

Barrett & Company first reported a position in ITOT in Q3 2022 and has held it in 16 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Barrett & Company held 2,541 shares of iShares Core S&P Total US Stock Market ETF worth $417K as of Q2 2026.
  • Barrett & Company bought 200 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $31.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Barrett & Company's portfolio in Q2 2026, its #104 holding.
  • Barrett & Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.