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

Beacon Investment Advisory Services’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	$265K	Buy	1,615 +2	+0.1%	+$317	0.01%	231
2026 Q1	$230K	Buy	1,613 +132	+9%	+$19.6K	0.01%	234
2025 Q4	$220K	Buy	+1,481	New	+$219K	0.01%	249
2019 Q1	–	Sell	-3,681	Closed	-$209K	–	242
2018 Q4	$209K	Hold	3,681	–	–	0.02%	239
2018 Q3	$245K	Buy	+3,681	New	+$241K	0.02%	238
2017 Q4	–	Sell	-6,196	Closed	-$358K	–	258
2017 Q3	$358K	Buy	+6,196	New	+$350K	0.03%	210

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

Beacon Investment Advisory Services's ITOT Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.12% in Q2 2026, buying an estimated $317 and bringing the position to 1,615 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #231.

Beacon Investment Advisory Services first reported a position in ITOT in Q3 2017 and has held it in 6 quarters since. The position peaked at $358K in Q3 2017. 1,712 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Beacon Investment Advisory Services held 1,615 shares of iShares Core S&P Total US Stock Market ETF worth $265K as of Q2 2026.
Beacon Investment Advisory Services bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #231 holding.
Beacon Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 6 quarters since.
Beacon Investment Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $358K in Q3 2017.
1,712 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.