Bawa N Mallick Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bawa N Mallick Trust’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	$1.92M	Buy	11,692 +3,092	+36%	+$491K	0.62%	32
2026 Q1	$1.22M	Sell	8,600 -3,077	-26%	-$458K	0.5%	35
2025 Q4	$1.74M	Buy	11,677 +10	+0.1%	+$1.48K	0.64%	30
2025 Q3	$1.7M	Buy	11,667 +9	+0.1%	+$1.26K	0.64%	30
2025 Q2	$1.57M	Hold	11,658	–	–	0.65%	30
2025 Q1	$1.42M	Hold	11,658	–	–	0.67%	29
2024 Q4	$1.5M	Buy	+11,658	New	+$1.51M	0.66%	30

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bawa N Mallick Trust's ITOT Position: Q2 2026 in Review

Bawa N Mallick Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 36% in Q2 2026, buying an estimated $491K and bringing the position to 11,692 shares worth $1.92M. The position accounts for 0.62% of the portfolio, ranked #32.

Bawa N Mallick Trust first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Bawa N Mallick Trust held 11,692 shares of iShares Core S&P Total US Stock Market ETF worth $1.92M as of Q2 2026.
Bawa N Mallick Trust bought 3,092 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $491K.
iShares Core S&P Total US Stock Market ETF made up 0.62% of Bawa N Mallick Trust's portfolio in Q2 2026, its #32 holding.
Bawa N Mallick Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.