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Brandywine Oak Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Brandywine Oak Private Wealth’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 		$1.15M Sell
7,003
-88
-1% -$14K 0.09% 107
2026
Q1 		$1.01M Buy
7,091
+770
+12% +$114K 0.08% 109
2025
Q4 		$940K Sell
6,321
-87
-1% -$12.8K 0.08% 110
2025
Q3 		$933K Buy
6,408
+226
+4% +$31.7K 0.08% 108
2025
Q2 		$835K Buy
6,182
+147
+2% +$18.3K 0.08% 114
2025
Q1 		$736K Buy
6,035
+470
+8% +$60.6K 0.07% 121
2024
Q4 		$716K Sell
5,565
-128
-2% -$16.6K 0.07% 123
2024
Q3 		$715K Buy
5,693
+27
+0.5% +$3.27K 0.07% 123
2024
Q2 		$673K Sell
5,666
-715
-11% -$82.1K 0.07% 120
2024
Q1 		$736K Sell
6,381
-260
-4% -$28.5K 0.08% 118
2023
Q4 		$699K Buy
6,641
+127
+2% +$12.4K 0.08% 118
2023
Q3 		$614K Sell
6,514
-1,454
-18% -$143K 0.07% 125
2023
Q2 		$780K Buy
7,968
+791
+11% +$73.1K 0.09% 117
2023
Q1 		$650K Buy
7,177
+950
+15% +$84.3K 0.08% 132
2022
Q4 		$528K Buy
6,227
+875
+16% +$74.7K 0.07% 151
2022
Q3 		$425K Sell
5,352
-4
-0.1% -$354 0.06% 172
2022
Q2 		$448K Buy
5,356
+2,549
+91% +$232K 0.06% 186
2022
Q1 		$283K Buy
2,807
+647
+30% +$64.5K 0.03% 268
2021
Q4 		$215K Buy
+2,160
New +$226K 0.02% 330

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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. 913 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.
  • 913 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.