Bauman Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Bauman Advisory Group's ITOT Position: Q2 2026 in Review
Bauman Advisory Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q2 2026, selling an estimated $19.7K and leaving 3,052 shares worth $501K. The position accounts for 0.27% of the portfolio, ranked #50.
Bauman Advisory Group first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Bauman Advisory Group held 3,052 shares of iShares Core S&P Total US Stock Market ETF worth $501K as of Q2 2026.
- Bauman Advisory Group sold 124 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $19.7K.
- iShares Core S&P Total US Stock Market ETF made up 0.27% of Bauman Advisory Group's portfolio in Q2 2026, its #50 holding.
- Bauman Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.