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

Base 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	$1.55M	Buy	9,412 +725	+8%	+$115K	0.72%	27
2026 Q1	$1.24M	Sell	8,687 -67	-0.8%	-$9.96K	0.69%	24
2025 Q4	$1.3M	Sell	8,754 -34	-0.4%	-$5.02K	0.7%	26
2025 Q3	$1.28M	Hold	8,788	–	–	0.73%	26
2025 Q2	$1.19M	Hold	8,788	–	–	0.76%	24
2025 Q1	$1.07M	Buy	+8,788	New	+$1.13M	0.82%	23

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

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

Base Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q2 2026, buying an estimated $115K and bringing the position to 9,412 shares worth $1.55M. The position accounts for 0.72% of the portfolio, ranked #27.

Base Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,451 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Base Wealth Management held 9,412 shares of iShares Core S&P Total US Stock Market ETF worth $1.55M as of Q2 2026.
Base Wealth Management bought 725 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $115K.
iShares Core S&P Total US Stock Market ETF made up 0.72% of Base Wealth Management's portfolio in Q2 2026, its #27 holding.
Base 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.
1,451 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.