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

Bouvel Investment 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 		$2.66M Buy
16,214
+1,771
+12% +$281K 0.6% 56
2026
Q1 		$2.06M Buy
14,443
+4,002
+38% +$595K 0.6% 54
2025
Q4 		$1.55M Buy
10,441
+1,253
+14% +$185K 0.45% 64
2025
Q3 		$1.34M Sell
9,188
-232
-2% -$32.5K 0.41% 65
2025
Q2 		$1.27M Buy
9,420
+1,710
+22% +$213K 0.43% 60
2025
Q1 		$969K Buy
7,710
+580
+8% +$74.8K 0.36% 65
2024
Q4 		$917K Sell
7,130
-580
-8% -$75.1K 0.33% 68
2024
Q3 		$969K Sell
7,710
-351
-4% -$42.5K 0.36% 65
2024
Q2 		$957K Sell
8,061
-185
-2% -$21.2K 0.37% 65
2024
Q1 		$951K Sell
8,246
-11
-0.1% -$1.21K 0.41% 65
2023
Q4 		$869K Sell
8,257
-16
-0.2% -$1.57K 0.41% 69
2023
Q3 		$779K Buy
8,273
+1,195
+17% +$117K 0.42% 67
2023
Q2 		$693K Sell
7,078
-190
-3% -$17.6K 0.38% 66
2023
Q1 		$658K Sell
7,268
-334
-4% -$29.7K 0.38% 64
2022
Q4 		$645K Buy
7,602
+318
+4% +$27.1K 0.42% 61
2022
Q3 		$579K Buy
7,284
+1,146
+19% +$101K 0.39% 63
2022
Q2 		$514K Buy
6,138
+159
+3% +$14.5K 0.39% 59
2022
Q1 		$604K Sell
5,979
-401
-6% -$40K 0.37% 61
2021
Q4 		$683K Buy
6,380
+45
+0.7% +$4.7K 0.38% 62
2021
Q3 		$623K Sell
6,335
-104
-2% -$10.5K 0.35% 63
2021
Q2 		$636K Buy
6,439
+39
+0.6% +$3.75K 0.36% 61
2021
Q1 		$586K Sell
6,400
-1,042
-14% -$93.5K 0.38% 60
2020
Q4 		$642K Buy
+7,442
New +$603K 0.46% 59

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bouvel Investment Partners's ITOT Position: Q2 2026 in Review

Bouvel Investment Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, buying an estimated $281K and bringing the position to 16,214 shares worth $2.66M. The position accounts for 0.6% of the portfolio, ranked #56.

Bouvel Investment Partners first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Bouvel Investment Partners held 16,214 shares of iShares Core S&P Total US Stock Market ETF worth $2.66M as of Q2 2026.
  • Bouvel Investment Partners bought 1,771 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $281K.
  • iShares Core S&P Total US Stock Market ETF made up 0.6% of Bouvel Investment Partners's portfolio in Q2 2026, its #56 holding.
  • Bouvel Investment Partners 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.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.