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

Basepoint Wealth’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Basepoint Wealth's ITOT Position: Q1 2026 in Review

Basepoint Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q1 2026, selling an estimated $9.66K and leaving 448 shares worth $63.8K. The position accounts for 0.04% of the portfolio, ranked #193.

Basepoint Wealth first reported a position in ITOT in Q2 2022 and has held it in 3 quarters since. The position peaked at $210K in Q2 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Basepoint Wealth held 448 shares of iShares Core S&P Total US Stock Market ETF worth $63.8K as of Q1 2026.
  • Basepoint Wealth sold 65 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.66K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #193 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 3 quarters since.
  • Basepoint Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $210K in Q2 2022.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.