BlueStem Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

BlueStem Wealth Partners’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	$1.88M	Sell	11,435 -572	-5%	-$90.8K	0.19%	48
2026 Q1	$1.71M	Sell	12,007 -1,059	-8%	-$157K	0.19%	50
2025 Q4	$1.94M	Sell	13,066 -291	-2%	-$42.9K	0.21%	44
2025 Q3	$1.95M	Buy	13,357 +131	+1%	+$18.4K	0.22%	40
2025 Q2	$1.79M	Sell	13,226 -342	-3%	-$42.7K	0.22%	40
2025 Q1	$1.66M	Buy	13,568 +255	+2%	+$32.9K	0.23%	36
2024 Q4	$1.71M	Buy	+13,313	New	+$1.72M	0.22%	38

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlueStem Wealth Partners's ITOT Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.8% in Q2 2026, selling an estimated $90.8K and leaving 11,435 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #48.

BlueStem Wealth Partners first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q3 2025. 1,715 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

BlueStem Wealth Partners held 11,435 shares of iShares Core S&P Total US Stock Market ETF worth $1.88M as of Q2 2026.
BlueStem Wealth Partners sold 572 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $90.8K.
iShares Core S&P Total US Stock Market ETF made up 0.19% of BlueStem Wealth Partners's portfolio in Q2 2026, its #48 holding.
BlueStem Wealth Partners 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.
BlueStem Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.95M in Q3 2025.
1,715 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.