Bradley & Co Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bradley & Co Private Wealth Management’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 Q1	$7.8M	Hold	54,780	–	–	4.11%	12
2025 Q4	$8.15M	Hold	54,780	–	–	4.31%	12
2025 Q3	$7.98M	Sell	54,780 -520	-0.9%	-$72.9K	4.42%	12
2025 Q2	$7.47M	Sell	55,300 -199	-0.4%	-$24.8K	4.57%	12
2025 Q1	$6.77M	Hold	55,499	–	–	4.62%	12
2024 Q4	$7.14M	Buy	+55,499	New	+$7.19M	4.46%	12
2024 Q2	$4.61M	Hold	38,772	–	–	3.41%	13
2024 Q1	$4.47M	Buy	38,772 +2,715	+8%	+$298K	3.62%	13
2023 Q4	$3.79M	Buy	36,057 +9,489	+36%	+$930K	3.51%	13
2023 Q3	$2.5M	Sell	26,568 -466	-2%	-$45.8K	2.61%	13
2023 Q2	$2.65M	Hold	27,034	–	–	2.62%	13
2023 Q1	$2.45M	Hold	27,034	–	–	2.68%	13
2022 Q4	$2.29M	Buy	27,034 +1,700	+7%	+$145K	2.79%	13
2022 Q3	$2.02M	Hold	25,334	–	–	2.4%	14
2022 Q2	$2.12M	Buy	25,334 +1,165	+5%	+$106K	2.34%	13
2022 Q1	$2.44M	Hold	24,169	–	–	2.1%	13
2021 Q4	$2.59M	Hold	24,169	–	–	2.07%	15
2021 Q3	$2.38M	Hold	24,169	–	–	2.05%	15
2021 Q2	$2.39M	Hold	24,169	–	–	2.08%	15
2021 Q1	$2.21M	Buy	+24,169	New	+$2.17M	2.04%	15

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Bradley & Co Private Wealth Management's ITOT Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 54,780 shares worth $7.8M. The position accounts for 4.11% of the portfolio, ranked #12.

Bradley & Co Private Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.15M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Bradley & Co Private Wealth Management held 54,780 shares of iShares Core S&P Total US Stock Market ETF worth $7.8M as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 4.11% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #12 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $8.15M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.