Braeburn Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Braeburn Wealth Management's ITOT Position: Q2 2026 in Review
Braeburn Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, selling an estimated $4.29K and leaving 1,511 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #88.
Braeburn Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Braeburn Wealth Management held 1,511 shares of iShares Core S&P Total US Stock Market ETF worth $248K as of Q2 2026.
- Braeburn Wealth Management sold 27 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.29K.
- iShares Core S&P Total US Stock Market ETF made up 0.11% of Braeburn Wealth Management's portfolio in Q2 2026, its #88 holding.
- Braeburn Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.