Berman McAleer’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.11M Buy
12,872
+65
+0.5% +$10.3K 0.24% 42
2026
Q1
$1.82M Buy
12,807
+170
+1% +$25.3K 0.25% 42
2025
Q4
$1.88M Sell
12,637
-175
-1% -$25.8K 0.26% 44
2025
Q3
$1.87M Buy
+12,812
New +$1.8M 0.26% 40

Other funds holding ITOT

Berman McAleer's ITOT Position: Q2 2026 in Review

Berman McAleer increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.51% in Q2 2026, buying an estimated $10.3K and bringing the position to 12,872 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #42.

Berman McAleer first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Berman McAleer held 12,872 shares of iShares Core S&P Total US Stock Market ETF worth $2.11M as of Q2 2026.
  • Berman McAleer bought 65 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Core S&P Total US Stock Market ETF made up 0.24% of Berman McAleer's portfolio in Q2 2026, its #42 holding.
  • Berman McAleer first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.