Blue Bell Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Blue Bell Private Wealth Management's ITOT Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.49% in Q2 2026, selling an estimated $3.65K and leaving 4,643 shares worth $763K. The position accounts for 0.1% of the portfolio, ranked #135.
Blue Bell Private Wealth Management first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $912K in Q2 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Blue Bell Private Wealth Management held 4,643 shares of iShares Core S&P Total US Stock Market ETF worth $763K as of Q2 2026.
- Blue Bell Private Wealth Management sold 23 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.65K.
- iShares Core S&P Total US Stock Market ETF made up 0.1% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #135 holding.
- Blue Bell Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
- Blue Bell Private Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $912K in Q2 2022.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.