BFG
ITOT icon

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

Bleakley 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 		$5.86M Sell
35,663
-5,985
-14% -$950K 0.07% 213
2026
Q1 		$5.93M Buy
41,648
+2,412
+6% +$359K 0.09% 184
2025
Q4 		$5.83M Buy
+39,236
New +$5.79M 0.1% 167
2025
Q1 		– Sell
-2,183
Closed -$281K – 741
2024
Q4 		$281K Buy
2,183
+131
+6% +$17K 0.01% 821
2024
Q3 		$258K Buy
2,052
+90
+5% +$10.9K 0.01% 841
2024
Q2 		$233K Sell
1,962
-21,251
-92% -$2.44M 0.01% 838
2024
Q1 		$2.68M Buy
23,213
+90
+0.4% +$9.87K 0.08% 240
2023
Q4 		$2.43M Buy
23,123
+839
+4% +$82.2K 0.08% 243
2023
Q3 		$2.1M Sell
22,284
-595
-3% -$58.5K 0.07% 250
2023
Q2 		$2.24M Buy
22,879
+1,484
+7% +$137K 0.07% 245
2023
Q1 		$1.94M Buy
21,395
+106
+0.5% +$9.41K 0.06% 260
2022
Q4 		$1.81M Buy
+21,289
New +$1.82M 0.06% 265

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Bleakley Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, selling an estimated $950K and leaving 35,663 shares worth $5.86M. The position accounts for 0.07% of the portfolio, ranked #213.

Bleakley Financial Group first reported a position in ITOT in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.93M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Bleakley Financial Group held 35,663 shares of iShares Core S&P Total US Stock Market ETF worth $5.86M as of Q2 2026.
  • Bleakley Financial Group sold 5,985 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $950K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Bleakley Financial Group's portfolio in Q2 2026, its #213 holding.
  • Bleakley Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 12 quarters since.
  • Bleakley Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $5.93M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.