Brandywine Oak Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Brandywine Oak Private Wealth's ITOT Position: Q2 2026 in Review
Brandywine Oak Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $14K and leaving 7,003 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #107.
Brandywine Oak Private Wealth first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Brandywine Oak Private Wealth held 7,003 shares of iShares Core S&P Total US Stock Market ETF worth $1.15M as of Q2 2026.
- Brandywine Oak Private Wealth sold 88 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14K.
- iShares Core S&P Total US Stock Market ETF made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #107 holding.
- Brandywine Oak Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
- 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.