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

Bernardo Wealth Planning’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	$27.2M	Buy	165,672 +1,522	+0.9%	+$242K	4.65%	6
2026 Q1	$23.4M	Buy	164,150 +1,923	+1%	+$286K	4.58%	6
2025 Q4	$24.1M	Buy	162,227 +2,888	+2%	+$426K	4.6%	7
2025 Q3	$23.2M	Buy	159,339 +18,735	+13%	+$2.63M	4.55%	7
2025 Q2	$19M	Buy	140,604 +10,472	+8%	+$1.31M	4.12%	8
2025 Q1	$15.9M	Buy	130,132 +5,534	+4%	+$713K	3.8%	8
2024 Q4	$15.9M	Buy	124,598 +9,853	+9%	+$1.28M	3.8%	8
2024 Q3	$14.7M	Buy	114,745 +82,299	+254%	+$9.96M	3.55%	9
2024 Q2	$3.85M	Buy	32,446 +14,144	+77%	+$1.62M	1.04%	24
2024 Q1	$2.11M	Sell	18,302 -2,697	-13%	-$296K	0.59%	33
2023 Q4	$2.21M	Sell	20,999 -501	-2%	-$49.1K	0.7%	31
2023 Q3	$2.03M	Sell	21,500 -307	-1%	-$30.2K	0.8%	27
2023 Q2	$2.13M	Sell	21,807 -118	-0.5%	-$10.9K	0.85%	24
2023 Q1	$1.99M	Sell	21,925 -40	-0.2%	-$3.55K	0.85%	24
2022 Q4	$1.86M	Sell	21,965 -3,175	-13%	-$271K	0.87%	25
2022 Q3	$2.09M	Buy	25,140 +1,426	+6%	+$126K	1.18%	20
2022 Q2	$1.99M	Buy	23,714 +4,033	+20%	+$367K	1.13%	19
2022 Q1	$1.99M	Buy	19,681 +4,912	+33%	+$490K	0.99%	20
2021 Q4	$1.58M	Buy	14,769 +938	+7%	+$98K	0.77%	24
2021 Q3	$1.36M	Buy	13,831 +1,019	+8%	+$103K	0.79%	26
2021 Q2	$1.26M	Buy	12,812 +59	+0.5%	+$5.67K	0.76%	24
2021 Q1	$1.17M	Sell	12,753 -4,033	-24%	-$362K	0.74%	26
2020 Q4	$1.45M	Buy	16,786 +6,416	+62%	+$520K	0.56%	32
2020 Q3	$782K	Buy	10,370 +1,255	+14%	+$93.7K	0.35%	59
2020 Q2	$632K	Sell	9,115 -17,229	-65%	-$1.13M	0.34%	58
2020 Q1	$1.51M	Buy	26,344 +23,061	+702%	+$1.58M	1.05%	21
2019 Q4	$238K	Buy	+3,283	New	+$228K	0.14%	141

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

Bernardo Wealth Planning's ITOT Position: Q2 2026 in Review

Bernardo Wealth Planning increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.93% in Q2 2026, buying an estimated $242K and bringing the position to 165,672 shares worth $27.2M. The position accounts for 4.65% of the portfolio, ranked #6.

Bernardo Wealth Planning first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Bernardo Wealth Planning held 165,672 shares of iShares Core S&P Total US Stock Market ETF worth $27.2M as of Q2 2026.
Bernardo Wealth Planning bought 1,522 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $242K.
iShares Core S&P Total US Stock Market ETF made up 4.65% of Bernardo Wealth Planning's portfolio in Q2 2026, its #6 holding.
Bernardo Wealth Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.