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

Bartlett & Co 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 		$940K Sell
5,721
-114
-2% -$18.1K 0.01% 288
2026
Q1 		$917K Sell
5,835
-81
-1% -$12K 0.01% 282
2025
Q4 		$880K Sell
5,916
-800
-12% -$118K 0.01% 275
2025
Q3 		$978K Hold
6,716
– – 0.01% 262
2025
Q2 		$907K Sell
6,716
-33
-0.5% -$4.12K 0.01% 262
2025
Q1 		$823K Sell
6,749
-424
-6% -$54.6K 0.01% 272
2024
Q4 		$923K Sell
7,173
-40
-0.6% -$5.18K 0.01% 265
2024
Q3 		$906K Sell
7,213
-252
-3% -$30.5K 0.01% 269
2024
Q2 		$887K Sell
7,465
-172
-2% -$19.7K 0.01% 266
2024
Q1 		$881K Buy
7,637
+1,640
+27% +$180K 0.01% 275
2023
Q4 		$634K Buy
5,997
+640
+12% +$62.7K 0.01% 317
2023
Q3 		$507K Hold
5,357
– – 0.01% 335
2023
Q2 		$524K Sell
5,357
-200
-4% -$18.5K 0.01% 338
2023
Q1 		$503K Sell
5,557
-500
-8% -$44.4K 0.01% 289
2022
Q4 		$514K Hold
6,057
– – 0.01% 287
2022
Q3 		$482K Hold
6,057
– – 0.01% 289
2022
Q2 		$507K Hold
6,057
– – 0.01% 279
2022
Q1 		$611K Hold
6,057
– – 0.01% 275
2021
Q4 		$648K Sell
6,057
-2,000
-25% -$209K 0.01% 272
2021
Q3 		$793K Buy
8,057
+381
+5% +$38.5K 0.02% 226
2021
Q2 		$758K Buy
7,676
+2,450
+47% +$236K 0.01% 224
2021
Q1 		$479K Sell
5,226
-100
-2% -$8.97K 0.01% 264
2020
Q4 		$459K Sell
5,326
-216
-4% -$17.5K 0.01% 265
2020
Q3 		$418K Buy
5,542
+6
+0.1% +$448 0.01% 255
2020
Q2 		$384K Buy
+5,536
New +$362K 0.01% 257

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

Bartlett & Co Wealth Management's ITOT Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2026, selling an estimated $18.1K and leaving 5,721 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #288.

Bartlett & Co Wealth Management first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $978K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Bartlett & Co Wealth Management held 5,721 shares of iShares Core S&P Total US Stock Market ETF worth $940K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 114 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $18.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $978K in Q3 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.