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

BCS 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	$936K	Hold	5,695	–	–	0.17%	111
2026 Q1	$811K	Sell	5,695 -5,695	-50%	-$847K	0.17%	117
2025 Q4	$1.69M	Buy	11,390 +5,606	+97%	+$827K	0.17%	109
2025 Q3	$842K	Sell	5,784 -762	-12%	-$107K	0.19%	100
2025 Q2	$884K	Sell	6,546 -274	-4%	-$34.2K	0.19%	104
2025 Q1	$832K	Sell	6,820 -158	-2%	-$20.4K	0.21%	94
2024 Q4	$898K	Buy	+6,978	New	+$904K	0.22%	91
2024 Q2	–	Sell	-6,885	Closed	-$794K	–	183
2024 Q1	$794K	Buy	6,885 +1,239	+22%	+$136K	0.25%	89
2023 Q4	$594K	Buy	5,646 +1,008	+22%	+$98.8K	0.22%	102
2023 Q3	$437K	Buy	+4,638	New	+$456K	0.18%	118
2023 Q2	–	Sell	-4,267	Closed	-$386K	–	135
2023 Q1	$386K	Buy	4,267 +962	+29%	+$85.4K	0.17%	104
2022 Q4	$280K	Buy	3,305 +350	+12%	+$29.9K	0.12%	153
2022 Q3	$235K	Buy	2,955 +54	+2%	+$4.78K	0.11%	156
2022 Q2	$243K	Buy	2,901 +576	+25%	+$52.5K	0.11%	154
2022 Q1	$235K	Hold	2,325	–	–	0.1%	168
2021 Q4	$249K	Hold	2,325	–	–	0.09%	177
2021 Q3	$229K	Hold	2,325	–	–	0.1%	157
2021 Q2	$230K	Hold	2,325	–	–	0.12%	142
2021 Q1	$213K	Hold	2,325	–	–	0.1%	149
2020 Q4	$200K	Buy	+2,325	New	+$188K	0.1%	142

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

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

BCS Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,695 shares worth $936K. The position accounts for 0.17% of the portfolio, ranked #111.

BCS Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.69M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

BCS Wealth Management held 5,695 shares of iShares Core S&P Total US Stock Market ETF worth $936K as of Q2 2026.
BCS Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.17% of BCS Wealth Management's portfolio in Q2 2026, its #111 holding.
BCS Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
BCS Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.69M in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.