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Beacon Financial Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.66M Buy
11,633
+93
+0.8% +$13.8K 0.37% 58
2025
Q4 		$1.72M Sell
11,540
-145
-1% -$21.4K 0.4% 57
2025
Q3 		$1.7M Sell
11,685
-449
-4% -$63K 0.39% 54
2025
Q2 		$1.64M Buy
12,134
+506
+4% +$63.1K 0.42% 51
2025
Q1 		$1.42M Buy
11,628
+394
+4% +$50.8K 0.43% 49
2024
Q4 		$1.44M Sell
11,234
-49
-0.4% -$6.34K 0.47% 49
2024
Q3 		$1.42M Buy
11,283
+260
+2% +$31.5K 0.48% 46
2024
Q2 		$1.31M Buy
11,023
+7,679
+230% +$881K 0.49% 49
2024
Q1 		$386K Buy
3,344
+105
+3% +$11.5K 0.19% 148
2023
Q4 		$341K Hold
3,239
– – 0.16% 165
2023
Q3 		$305K Sell
3,239
-83
-2% -$8.16K 0.17% 165
2023
Q2 		$325K Buy
3,322
+64
+2% +$5.92K 0.19% 154
2023
Q1 		$295K Sell
3,258
-635
-16% -$56.4K 0.19% 151
2022
Q4 		$330K Sell
3,893
-18,562
-83% -$1.58M 0.24% 132
2022
Q3 		$1.79M Buy
22,455
+46
+0.2% +$4.07K 1.27% 17
2022
Q2 		$1.88M Sell
22,409
-1,052
-4% -$95.8K 1.07% 19
2022
Q1 		$2.37M Buy
23,461
+80
+0.3% +$7.98K 1.13% 16
2021
Q4 		$2.5M Buy
23,381
+695
+3% +$72.6K 1.15% 16
2021
Q3 		$2.23M Buy
22,686
+1,535
+7% +$155K 1.16% 17
2021
Q2 		$2.09M Buy
21,151
+4,936
+30% +$475K 1.12% 18
2021
Q1 		$1.49M Buy
16,215
+352
+2% +$31.6K 0.85% 26
2020
Q4 		$1.37M Buy
15,863
+4,394
+38% +$356K 0.89% 29
2020
Q3 		$865K Buy
11,469
+5,404
+89% +$403K 0.75% 33
2020
Q2 		$421K Buy
6,065
+382
+7% +$25K 0.46% 66
2020
Q1 		$325K Sell
5,683
-14,300
-72% -$981K 0.41% 77
2019
Q4 		$1.45M Buy
+19,983
New +$1.39M 1.24% 21

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Beacon Financial Advisory's ITOT Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.81% in Q1 2026, buying an estimated $13.8K and bringing the position to 11,633 shares worth $1.66M. The position accounts for 0.37% of the portfolio, ranked #58.

Beacon Financial Advisory first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.5M in Q4 2021. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Beacon Financial Advisory held 11,633 shares of iShares Core S&P Total US Stock Market ETF worth $1.66M as of Q1 2026.
  • Beacon Financial Advisory bought 93 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $13.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.37% of Beacon Financial Advisory's portfolio in Q1 2026, its #58 holding.
  • Beacon Financial Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $2.5M in Q4 2021.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.