BW
ITOT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

BIP Wealth's ITOT Position: Q1 2026 in Review

BIP Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.7% in Q1 2026, buying an estimated $614K and bringing the position to 57,652 shares worth $8.21M. The position accounts for 0.33% of the portfolio, ranked #63.

BIP Wealth first reported a position in ITOT in Q1 2023 and has held it in 13 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • BIP Wealth held 57,652 shares of iShares Core S&P Total US Stock Market ETF worth $8.21M as of Q1 2026.
  • BIP Wealth bought 4,131 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $614K.
  • iShares Core S&P Total US Stock Market ETF made up 0.33% of BIP Wealth's portfolio in Q1 2026, its #63 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 13 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.