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

Bernard 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 Q2	$822	Buy	+5	New	+$794	﹤0.01%	294

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Bernard Wealth Management's ITOT Position: Q2 2026 in Review

Bernard Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 5 shares worth $822. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings.

1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Bernard Wealth Management held 5 shares of iShares Core S&P Total US Stock Market ETF worth $822 as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Bernard Wealth Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #294 holding.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.