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Bell Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bell Bank’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 		$302K Buy
1,839
+227
+14% +$36K 0.01% 166
2026
Q1 		$230K Buy
+1,612
New +$240K 0.01% 175
2025
Q3 		– Sell
-4,370
Closed -$590K – 205
2025
Q2 		$590K Buy
+4,370
New +$545K 0.03% 134
2023
Q3 		– Sell
-2,139
Closed -$209K – 185
2023
Q2 		$209K Buy
+2,139
New +$198K 0.02% 180

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Bell Bank's ITOT Position: Q2 2026 in Review

Bell Bank increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, buying an estimated $36K and bringing the position to 1,839 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #166.

Bell Bank first reported a position in ITOT in Q2 2023 and has held it in 4 quarters since. The position peaked at $590K in Q2 2025. 393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Bell Bank held 1,839 shares of iShares Core S&P Total US Stock Market ETF worth $302K as of Q2 2026.
  • Bell Bank bought 227 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $36K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #166 holding.
  • Bell Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 4 quarters since.
  • Bell Bank's iShares Core S&P Total US Stock Market ETF position peaked at $590K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.