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

BIP Wealth’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	$11M	Buy	66,714 +9,062	+16%	+$1.44M	0.31%	65
2026 Q1	$8.21M	Buy	57,652 +4,131	+8%	+$614K	0.33%	63
2025 Q4	$7.96M	Buy	53,521 +37,947	+244%	+$5.6M	0.28%	70
2025 Q3	$2.27M	Sell	15,574 -66	-0.4%	-$9.26K	0.11%	82
2025 Q2	$2.11M	Buy	15,640 +109	+0.7%	+$13.6K	0.13%	68
2025 Q1	$1.89M	Buy	15,531 +3	+0%	+$387	0.12%	70
2024 Q4	$2M	Sell	15,528 -208	-1%	-$26.9K	0.13%	65
2024 Q3	$1.98M	Sell	15,736 -74	-0.5%	-$8.96K	0.13%	64
2024 Q2	$1.88M	Sell	15,810 -2,631	-14%	-$302K	0.15%	59
2024 Q1	$2.13M	Buy	18,441 +5,566	+43%	+$610K	0.16%	59
2023 Q4	$1.35M	Sell	12,875 -489	-4%	-$47.9K	0.11%	71
2023 Q3	$1.26M	Sell	13,364 -1,598	-11%	-$157K	0.12%	67
2023 Q2	$1.46M	Buy	14,962 +2,460	+20%	+$227K	0.12%	67
2023 Q1	$1.13M	Buy	+12,502	New	+$1.11M	0.12%	73

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

BIP Wealth's ITOT Position: Q2 2026 in Review

BIP Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q2 2026, buying an estimated $1.44M and bringing the position to 66,714 shares worth $11M. The position accounts for 0.31% of the portfolio, ranked #65.

BIP Wealth first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

BIP Wealth held 66,714 shares of iShares Core S&P Total US Stock Market ETF worth $11M as of Q2 2026.
BIP Wealth bought 9,062 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.44M.
iShares Core S&P Total US Stock Market ETF made up 0.31% of BIP Wealth's portfolio in Q2 2026, its #65 holding.
BIP Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.