BFG
ITOT icon

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

Beacon Financial Group’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 		$21.1M Buy
128,412
+4,014
+3% +$637K 1.92% 10
2026
Q1 		$17.7M Buy
124,398
+7,317
+6% +$1.09M 1.77% 12
2025
Q4 		$17.4M Sell
117,081
-4,766
-4% -$703K 1.73% 13
2025
Q3 		$17.7M Sell
121,847
-5,494
-4% -$770K 1.75% 12
2025
Q2 		$17.2M Sell
127,341
-6,849
-5% -$855K 1.79% 11
2025
Q1 		$16.4M Sell
134,190
-508
-0.4% -$65.5K 1.79% 11
2024
Q4 		$17.3M Buy
134,698
+3,798
+3% +$492K 1.86% 12
2024
Q3 		$16.4M Buy
130,900
+22,822
+21% +$2.76M 1.78% 11
2024
Q2 		$12.8M Buy
108,078
+5
+0% +$574 1.46% 11
2024
Q1 		$12.5M Buy
108,073
+6,406
+6% +$703K 1.43% 11
2023
Q4 		$10.7M Buy
101,667
+95,322
+1,502% +$9.34M 1.3% 14
2023
Q3 		$631K Hold
6,345
– – 0.09% 163
2023
Q2 		$614K Hold
6,345
– – 0.08% 161
2023
Q1 		$573K Buy
6,345
+1,072
+20% +$95.2K 0.08% 169
2022
Q4 		$447K Hold
5,273
– – 0.06% 189
2022
Q3 		$425K Hold
5,273
– – 0.07% 188
2022
Q2 		$453K Hold
5,273
– – 0.07% 187
2022
Q1 		$539K Hold
5,273
– – 0.07% 187
2021
Q4 		$568K Hold
5,273
– – 0.07% 184
2021
Q3 		$525K Hold
5,273
– – 0.07% 186
2021
Q2 		$521K Hold
5,273
– – 0.07% 176
2021
Q1 		$467K Hold
5,273
– – 0.07% 174
2020
Q4 		$467K Hold
5,273
– – 0.07% 178
2020
Q3 		$398K Hold
5,273
– – 0.07% 164
2020
Q2 		$361K Hold
5,273
– – 0.07% 165
2020
Q1 		$306K Hold
5,273
– – 0.07% 152
2019
Q4 		$383K Buy
5,273
+412
+8% +$28.7K 0.05% 169
2019
Q3 		$324K Hold
4,861
– – 0.06% 167
2019
Q2 		$324K Hold
4,861
– – 0.06% 172
2019
Q1 		$313K Buy
4,861
+161
+3% +$9.98K 0.05% 161
2018
Q4 		$264K Hold
4,700
– – 0.05% 170
2018
Q3 		$313K Buy
+4,700
New +$308K 0.05% 164

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 Group's ITOT Position: Q2 2026 in Review

Beacon Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q2 2026, buying an estimated $637K and bringing the position to 128,412 shares worth $21.1M. The position accounts for 1.92% of the portfolio, ranked #10.

Beacon Financial Group first reported a position in ITOT in Q3 2018 and has held it in 32 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Beacon Financial Group held 128,412 shares of iShares Core S&P Total US Stock Market ETF worth $21.1M as of Q2 2026.
  • Beacon Financial Group bought 4,014 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $637K.
  • iShares Core S&P Total US Stock Market ETF made up 1.92% of Beacon Financial Group's portfolio in Q2 2026, its #10 holding.
  • Beacon Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.