BBR Partners’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
$19M Buy
115,418
+10,405
+10% +$1.65M 0.89% 16
2026
Q1
$15M Buy
105,013
+33,728
+47% +$5.02M 0.83% 17
2025
Q4
$10.6M Buy
+71,285
New +$10.5M 0.57% 18

Other funds holding ITOT

BBR Partners's ITOT Position: Q2 2026 in Review

BBR Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.9% in Q2 2026, buying an estimated $1.65M and bringing the position to 115,418 shares worth $19M. The position accounts for 0.89% of the portfolio, ranked #16.

BBR Partners first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • BBR Partners held 115,418 shares of iShares Core S&P Total US Stock Market ETF worth $19M as of Q2 2026.
  • BBR Partners bought 10,405 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Core S&P Total US Stock Market ETF made up 0.89% of BBR Partners's portfolio in Q2 2026, its #16 holding.
  • BBR Partners 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.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.