BCMLT
ITOT icon

Beacon Capital Management LLC (Tennessee)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$312K Buy
1,897
+23
+1% +$3.65K 0.05% 131
2026
Q1 		$267K Buy
1,874
+4
+0.2% +$595 0.05% 136
2025
Q4 		$278K Buy
1,870
+5
+0.3% +$738 0.04% 123
2025
Q3 		$272K Buy
1,865
+72
+4% +$10.1K 0.04% 110
2025
Q2 		$242K Sell
1,793
-529
-23% -$66K 0.03% 113
2025
Q1 		$283K Buy
2,322
+6
+0.3% +$773 0.04% 102
2024
Q4 		$298K Sell
2,316
-238
-9% -$30.8K 0.04% 95
2024
Q3 		$321K Buy
2,554
+1,251
+96% +$151K 0.05% 87
2024
Q2 		$155K Hold
1,303
– – 0.03% 125
2024
Q1 		$150K Sell
1,303
-416
-24% -$45.6K 0.03% 128
2023
Q4 		$162K Buy
1,719
+563
+49% +$55.2K 0.05% 104
2023
Q3 		$113K Hold
1,156
– – 0.03% 139
2023
Q2 		$113K Hold
1,156
– – 0.03% 139
2023
Q1 		$105K Hold
1,156
– – 0.03% 134
2022
Q4 		$98K Sell
1,156
-89
-7% -$7.6K 0.03% 145
2022
Q3 		$105K Hold
1,245
– – 0.04% 129
2022
Q2 		$126K Hold
1,245
– – 0.03% 131
2022
Q1 		$126K Buy
+1,245
New +$124K 0.03% 131

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Beacon Capital Management LLC (Tennessee)'s ITOT Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, buying an estimated $3.65K and bringing the position to 1,897 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #131.

Beacon Capital Management LLC (Tennessee) first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $321K in Q3 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 1,897 shares of iShares Core S&P Total US Stock Market ETF worth $312K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 23 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #131 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s iShares Core S&P Total US Stock Market ETF position peaked at $321K in Q3 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.