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

Birchcreek Wealth Management’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 		$748K Sell
4,554
-751
-14% -$119K 0.29% 56
2026
Q1 		$756K Buy
5,305
+1,777
+50% +$264K 0.36% 51
2025
Q4 		$525K Buy
3,528
+1,290
+58% +$190K 0.26% 62
2025
Q3 		$326K Buy
2,238
+54
+2% +$7.57K 0.17% 89
2025
Q2 		$295K Buy
2,184
+275
+14% +$34.3K 0.17% 90
2025
Q1 		$233K Buy
1,909
+125
+7% +$16.1K 0.15% 101
2024
Q4 		$229K Sell
1,784
-48
-3% -$6.21K 0.14% 105
2024
Q3 		$230K Buy
1,832
+19
+1% +$2.3K 0.15% 104
2024
Q2 		$215K Sell
1,813
-209
-10% -$24K 0.12% 137
2024
Q1 		$233K Buy
2,022
+41
+2% +$4.5K 0.12% 136
2023
Q4 		$208K Sell
1,981
-469
-19% -$46K 0.12% 130
2023
Q3 		$231K Buy
2,450
+54
+2% +$5.31K 0.16% 120
2023
Q2 		$234K Sell
2,396
-18
-0.7% -$1.66K 0.16% 117
2023
Q1 		$219K Sell
2,414
-572
-19% -$50.8K 0.17% 118
2022
Q4 		$253K Sell
2,986
-851
-22% -$72.6K 0.23% 107
2022
Q3 		$305K Buy
3,837
+682
+22% +$60.3K 0.28% 83
2022
Q2 		$264K Sell
3,155
-33
-1% -$3.01K 0.24% 94
2022
Q1 		$322K Buy
3,188
+377
+13% +$37.6K 0.29% 79
2021
Q4 		$301K Buy
2,811
+76
+3% +$7.94K 0.26% 87
2021
Q3 		$269K Buy
2,735
+87
+3% +$8.8K 0.25% 87
2021
Q2 		$262K Buy
2,648
+125
+5% +$12K 0.25% 91
2021
Q1 		$231K Sell
2,523
-248
-9% -$22.2K 0.24% 96
2020
Q4 		$238K Buy
+2,771
New +$224K 0.23% 85

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

Birchcreek Wealth Management's ITOT Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, selling an estimated $119K and leaving 4,554 shares worth $748K. The position accounts for 0.29% of the portfolio, ranked #56.

Birchcreek Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $756K in Q1 2026. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Birchcreek Wealth Management held 4,554 shares of iShares Core S&P Total US Stock Market ETF worth $748K as of Q2 2026.
  • Birchcreek Wealth Management sold 751 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $119K.
  • iShares Core S&P Total US Stock Market ETF made up 0.29% of Birchcreek Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $756K in Q1 2026.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.