Biltmore Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Biltmore Family Office’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	$932K	Hold	5,673	–	–	0.12%	122
2026 Q1	$808K	Hold	5,673	–	–	0.11%	121
2025 Q4	$844K	Hold	5,673	–	–	0.12%	111
2025 Q3	$826K	Buy	5,673 +5,568	+5,303%	+$781K	0.12%	104
2025 Q2	$14.2K	Hold	105	–	–	﹤0.01%	261
2025 Q1	$12.8K	Hold	105	–	–	﹤0.01%	250
2024 Q4	$13.5K	Hold	105	–	–	﹤0.01%	249
2024 Q3	$13.2K	Hold	105	–	–	﹤0.01%	248
2024 Q2	$12.5K	Buy	+105	New	+$12.1K	﹤0.01%	225

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

Biltmore Family Office's ITOT Position: Q2 2026 in Review

Biltmore Family Office held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,673 shares worth $932K. The position accounts for 0.12% of the portfolio, ranked #122.

Biltmore Family Office first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Biltmore Family Office held 5,673 shares of iShares Core S&P Total US Stock Market ETF worth $932K as of Q2 2026.
Biltmore Family Office left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Biltmore Family Office's portfolio in Q2 2026, its #122 holding.
Biltmore Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.