BFIM
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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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. 835 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.
  • 835 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.