BFG
ITOT icon

Birch Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Birch Financial Group’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 		$2.37M Sell
14,417
-499
-3% -$79.2K 1.22% 21
2026
Q1 		$2.12M Sell
14,916
-249
-2% -$37K 1.24% 19
2025
Q4 		$2.25M Sell
15,165
-939
-6% -$139K 1.29% 18
2025
Q3 		$2.35M Sell
16,104
-1,845
-10% -$259K 1.38% 19
2025
Q2 		$2.42M Sell
17,949
-1,808
-9% -$226K 1.94% 10
2025
Q1 		$2.41M Sell
19,757
-5,263
-21% -$678K 2.15% 10
2024
Q4 		$3.22M Buy
+25,020
New +$3.24M 3.62% 7

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Birch Financial Group's ITOT Position: Q2 2026 in Review

Birch Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, selling an estimated $79.2K and leaving 14,417 shares worth $2.37M. The position accounts for 1.22% of the portfolio, ranked #21.

Birch Financial Group first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Birch Financial Group held 14,417 shares of iShares Core S&P Total US Stock Market ETF worth $2.37M as of Q2 2026.
  • Birch Financial Group sold 499 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $79.2K.
  • iShares Core S&P Total US Stock Market ETF made up 1.22% of Birch Financial Group's portfolio in Q2 2026, its #21 holding.
  • Birch Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $3.22M in Q4 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.