Beaird Harris Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beaird Harris Wealth Management’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	–	Sell	-300	Closed	-$36.9K	–	708
2025 Q4	$36.9K	Buy	+300	New	+$44.3K	﹤0.01%	285
2024 Q2	–	Sell	-51	Closed	-$5.88K	–	763
2024 Q1	$5.88K	Buy	+51	New	+$5.59K	﹤0.01%	378
2023 Q3	–	Sell	-29	Closed	-$2.84K	–	465
2023 Q2	$2.84K	Hold	29	–	–	﹤0.01%	356
2023 Q1	$2.63K	Buy	+29	New	+$2.58K	﹤0.01%	360

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Beaird Harris Wealth Management's ITOT Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 300 shares — an estimated $36.9K sold.

Beaird Harris Wealth Management first reported a position in ITOT in Q1 2023 and held it in 4 quarters. The position peaked at $36.9K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Beaird Harris Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 300 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $36.9K.
Beaird Harris Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and held it in 4 quarters.
Beaird Harris Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $36.9K in Q4 2025.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.