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Beese Fulmer Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beese Fulmer Investment 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
Q2 		$320K Buy
1,948
+66
+4% +$10.5K 0.02% 283
2026
Q1 		$268K Sell
1,882
-99
-5% -$14.7K 0.02% 336
2025
Q4 		$295K Sell
1,981
-133
-6% -$19.6K 0.02% 294
2025
Q3 		$308K Sell
2,114
-39
-2% -$5.47K 0.02% 233
2025
Q2 		$291K Buy
+2,153
New +$269K 0.02% 239

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

Beese Fulmer Investment Management's ITOT Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,948 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #283.

Beese Fulmer Investment Management first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Beese Fulmer Investment Management held 1,948 shares of iShares Core S&P Total US Stock Market ETF worth $320K as of Q2 2026.
  • Beese Fulmer Investment Management bought 66 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #283 holding.
  • Beese Fulmer Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.