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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$73.7K Buy
449
+1
+0.2% +$159 0.04% 175
2026
Q1
$63.8K Sell
448
-65
-13% -$9.66K 0.04% 193
2025
Q4
$76.3K Buy
+513
New +$75.7K 0.05% 165
2022
Q3
Sell
-2,501
Closed -$210K 85
2022
Q2
$210K Buy
+2,501
New +$228K 0.22% 80

Other funds holding ITOT

Basepoint Wealth's ITOT Position: Q2 2026 in Review

Basepoint Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.22% in Q2 2026, buying an estimated $159 and bringing the position to 449 shares worth $73.7K. The position accounts for 0.04% of the portfolio, ranked #175.

Basepoint Wealth first reported a position in ITOT in Q2 2022 and has held it in 4 quarters since. The position peaked at $210K in Q2 2022. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Basepoint Wealth held 449 shares of iShares Core S&P Total US Stock Market ETF worth $73.7K as of Q2 2026.
  • Basepoint Wealth bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Basepoint Wealth's portfolio in Q2 2026, its #175 holding.
  • Basepoint Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 4 quarters since.
  • Basepoint Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $210K in Q2 2022.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.