Bond & Devick Financial Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bond & Devick Financial Network’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	$1.09M	Buy	6,613 +182	+3%	+$28.9K	0.27%	59
2026 Q1	$916K	Sell	6,431 -65	-1%	-$9.66K	0.26%	60
2025 Q4	$966K	Hold	6,496	–	–	0.27%	54
2025 Q3	$946K	Sell	6,496 -181	-3%	-$25.4K	0.28%	55
2025 Q2	$902K	Buy	6,677 +96	+1%	+$12K	0.3%	56
2025 Q1	$803K	Buy	6,581 +14	+0.2%	+$1.8K	0.29%	56
2024 Q4	$825K	Hold	6,567	–	–	0.35%	54
2024 Q3	$825K	Hold	6,567	–	–	0.35%	54
2024 Q2	$780K	Sell	6,567 -44	-0.7%	-$5.05K	0.42%	48
2024 Q1	$762K	Buy	6,611 +146	+2%	+$16K	0.41%	50
2023 Q4	$680K	Buy	6,465 +16	+0.2%	+$1.57K	0.39%	53
2023 Q3	$607K	Sell	6,449 -2	-0%	-$197	0.39%	50
2023 Q2	$631K	Buy	6,451 +1,096	+20%	+$101K	0.39%	51
2023 Q1	$485K	Buy	5,355 +59	+1%	+$5.24K	0.31%	67
2022 Q4	$449K	Buy	5,296 +582	+12%	+$49.7K	0.32%	68
2022 Q3	$375K	Buy	4,714 +400	+9%	+$35.4K	0.31%	66
2022 Q2	$361K	Sell	4,314 -99	-2%	-$9.02K	0.32%	75
2022 Q1	$445K	Hold	4,413	–	–	0.36%	65
2021 Q4	$472K	Sell	4,413 -241	-5%	-$25.2K	0.35%	63
2021 Q3	$458K	Hold	4,654	–	–	0.38%	58
2021 Q2	$460K	Hold	4,654	–	–	0.38%	58
2021 Q1	$426K	Sell	4,654 -66	-1%	-$5.92K	0.39%	61
2020 Q4	$407K	Buy	+4,720	New	+$382K	0.46%	56

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

Bond & Devick Financial Network's ITOT Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 6,613 shares worth $1.09M. The position accounts for 0.27% of the portfolio, ranked #59.

Bond & Devick Financial Network first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Bond & Devick Financial Network held 6,613 shares of iShares Core S&P Total US Stock Market ETF worth $1.09M as of Q2 2026.
Bond & Devick Financial Network bought 182 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $28.9K.
iShares Core S&P Total US Stock Market ETF made up 0.27% of Bond & Devick Financial Network's portfolio in Q2 2026, its #59 holding.
Bond & Devick Financial Network 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.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.