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

Beacon Pointe Advisors’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	$47.3M	Buy	331,762 +162,823	+96%	+$24.2M	0.25%	89
2025 Q4	$25.1M	Buy	168,939 +16,982	+11%	+$2.51M	0.18%	127
2025 Q3	$22.1M	Sell	151,957 -69,999	-32%	-$9.82M	0.19%	120
2025 Q2	$30M	Sell	221,956 -6,792	-3%	-$848K	0.31%	68
2025 Q1	$27.9M	Buy	228,748 +1,704	+0.8%	+$220K	0.31%	71
2024 Q4	$29.2M	Buy	227,044 +5,307	+2%	+$687K	0.32%	63
2024 Q3	$27.9M	Buy	221,737 +88	+0%	+$10.7K	0.32%	69
2024 Q2	$26.3M	Sell	221,649 -11,916	-5%	-$1.37M	0.31%	67
2024 Q1	$26.9M	Buy	233,565 +2,508	+1%	+$275K	0.3%	75
2023 Q4	$24.3M	Sell	231,057 -67,003	-22%	-$6.57M	0.29%	77
2023 Q3	$28.1M	Buy	298,060 +14,877	+5%	+$1.46M	0.35%	62
2023 Q2	$27.7M	Buy	283,183 +44,871	+19%	+$4.15M	0.45%	48
2023 Q1	$21.6M	Buy	238,312 +12,905	+6%	+$1.15M	0.37%	66
2022 Q4	$19.1M	Sell	225,407 -25,004	-10%	-$2.13M	0.37%	69
2022 Q3	$19.9M	Buy	250,411 +1,030	+0.4%	+$91.1K	0.45%	53
2022 Q2	$20.9M	Sell	249,381 -44,780	-15%	-$4.08M	0.44%	52
2022 Q1	$29.7M	Buy	294,161 +25,990	+10%	+$2.59M	0.41%	56
2021 Q4	$28.7M	Sell	268,171 -12,882	-5%	-$1.35M	0.75%	23
2021 Q3	$27.6M	Sell	281,053 -158,005	-36%	-$16M	0.68%	27
2021 Q2	$43.4M	Sell	439,058 -8,022	-2%	-$771K	1.54%	10
2021 Q1	$41M	Buy	447,080 +88,476	+25%	+$7.94M	2.52%	8
2020 Q4	$30.9M	Buy	358,604 +341,284	+1,970%	+$27.6M	2.12%	8
2020 Q3	$1.31M	Buy	17,320 +9,333	+117%	+$696K	0.13%	142
2020 Q2	$554K	Sell	7,987 -44	-0.5%	-$2.88K	0.06%	218
2020 Q1	$457K	Sell	8,031 -617	-7%	-$42.3K	0.07%	184
2019 Q4	$628K	Buy	+8,648	New	+$602K	0.19%	105

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pointe Advisors's ITOT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 96% in Q1 2026, buying an estimated $24.2M and bringing the position to 331,762 shares worth $47.3M. The position accounts for 0.25% of the portfolio, ranked #89.

Beacon Pointe Advisors first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Beacon Pointe Advisors held 331,762 shares of iShares Core S&P Total US Stock Market ETF worth $47.3M as of Q1 2026.
Beacon Pointe Advisors bought 162,823 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $24.2M.
iShares Core S&P Total US Stock Market ETF made up 0.25% of Beacon Pointe Advisors's portfolio in Q1 2026, its #89 holding.
Beacon Pointe Advisors 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.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.