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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 643 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.
  • 643 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.