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

Bordeaux Wealth Advisors’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
2025 Q2	$2.08M	Hold	15,434	–	–	0.27%	41
2025 Q1	$1.88M	Sell	15,434 -5,203	-25%	-$671K	0.35%	40
2024 Q4	$2.65M	Sell	20,637 -16,240	-44%	-$2.1M	0.43%	33
2024 Q3	$4.63M	Buy	36,877 +5,203	+16%	+$630K	0.84%	24
2024 Q2	$3.76M	Hold	31,674	–	–	0.72%	25
2024 Q1	$3.65M	Hold	31,674	–	–	1.21%	14
2023 Q4	$3.33M	Hold	31,674	–	–	1.13%	14
2023 Q3	$2.98M	Hold	31,674	–	–	1.21%	17
2023 Q2	$3.1M	Hold	31,674	–	–	1.27%	16
2023 Q1	$2.87M	Hold	31,674	–	–	1.48%	14
2022 Q4	$2.69M	Sell	31,674 -96	-0.3%	-$8.19K	1.47%	16
2022 Q3	$2.53M	Hold	31,770	–	–	1.59%	13
2022 Q2	$2.66M	Buy	31,770 +96	+0.3%	+$8.75K	1.83%	13
2022 Q1	$3.2M	Hold	31,674	–	–	1.72%	14
2021 Q4	$3.39M	Hold	31,674	–	–	1.56%	17
2021 Q3	$3.12M	Hold	31,674	–	–	1.77%	17
2021 Q2	$3.13M	Hold	31,674	–	–	1.8%	14
2021 Q1	$2.9M	Hold	31,674	–	–	2.01%	12
2020 Q4	$2.73M	Buy	+31,674	New	+$2.57M	2.05%	10

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bordeaux Wealth Advisors's ITOT Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2025 at 15,434 shares worth $2.08M. The position accounts for 0.27% of the portfolio, ranked #41.

Bordeaux Wealth Advisors first reported a position in ITOT in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.63M in Q3 2024. 1,469 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Bordeaux Wealth Advisors held 15,434 shares of iShares Core S&P Total US Stock Market ETF worth $2.08M as of Q2 2025.
Bordeaux Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2025.
iShares Core S&P Total US Stock Market ETF made up 0.27% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #41 holding.
Bordeaux Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
Bordeaux Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.63M in Q3 2024.
1,469 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.