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

BCGM Wealth Management’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	$36.2M	Buy	220,096 +94,527	+75%	+$15M	7.64%	1
2026 Q1	$17.9M	Buy	125,569 +13,070	+12%	+$1.94M	4.49%	1
2025 Q4	$16.7M	Sell	112,499 -2,743	-2%	-$405K	4.27%	2
2025 Q3	$16.8M	Sell	115,242 -635	-0.5%	-$89K	4.37%	3
2025 Q2	$15.6M	Sell	115,877 -124,118	-52%	-$15.5M	4.41%	3
2025 Q1	$29.3M	Buy	239,995 +45,889	+24%	+$5.91M	9%	1
2024 Q4	$25M	Buy	194,106 +8,960	+5%	+$1.16M	7.92%	1
2024 Q3	$23.3M	Sell	185,146 -28,167	-13%	-$3.41M	7.54%	1
2024 Q2	$25.3M	Sell	213,313 -22,206	-9%	-$2.55M	8.78%	1
2024 Q1	$27.2M	Sell	235,519 -43,996	-16%	-$4.83M	9.75%	1
2023 Q4	$29.4M	Sell	279,515 -6,836	-2%	-$670K	11.98%	1
2023 Q3	$27M	Buy	+286,351	New	+$28.1M	12.39%	1
2021 Q1	–	Sell	-5,531	Closed	-$508K	–	97
2020 Q4	$508K	Buy	+5,531	New	+$448K	0.36%	50

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

BCGM Wealth Management's ITOT Position: Q2 2026 in Review

BCGM Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 75% in Q2 2026, buying an estimated $15M and bringing the position to 220,096 shares worth $36.2M. The position accounts for 7.64% of the portfolio, ranked #1.

BCGM Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 13 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

BCGM Wealth Management held 220,096 shares of iShares Core S&P Total US Stock Market ETF worth $36.2M as of Q2 2026.
BCGM Wealth Management bought 94,527 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15M.
iShares Core S&P Total US Stock Market ETF made up 7.64% of BCGM Wealth Management's portfolio in Q2 2026, its #1 holding.
BCGM Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 13 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 BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.