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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
Q2 		$1.84M Sell
11,220
-413
-4% -$65.6K 0.36% 64
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 $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 Financial Advisory's ITOT Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.6% in Q2 2026, selling an estimated $65.6K and leaving 11,220 shares worth $1.84M. The position accounts for 0.36% of the portfolio, ranked #64.

Beacon Financial Advisory first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.5M in Q4 2021. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Beacon Financial Advisory held 11,220 shares of iShares Core S&P Total US Stock Market ETF worth $1.84M as of Q2 2026.
  • Beacon Financial Advisory sold 413 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $65.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.36% of Beacon Financial Advisory's portfolio in Q2 2026, its #64 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 27 quarters since.
  • Beacon Financial Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $2.5M in Q4 2021.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.