Broad Run Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Broad Run Investment 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	–	Sell	-18,657	Closed	-$2.77M	–	25
2025 Q4	$2.77M	Buy	+18,657	New	+$2.75M	0.52%	21
2024 Q1	–	Sell	-3,342	Closed	-$352K	–	27
2023 Q4	$352K	Buy	+3,342	New	+$328K	0.05%	26
2023 Q1	–	Sell	-11,369	Closed	-$964K	–	28
2022 Q4	$964K	Buy	+11,369	New	+$970K	0.12%	27
2022 Q3	–	Sell	-3,518	Closed	-$295K	–	23
2022 Q2	$295K	Buy	+3,518	New	+$321K	0.03%	24

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Broad Run Investment Management's ITOT Position: Q1 2026 in Review

Broad Run Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 18,657 shares — an estimated $2.77M sold.

Broad Run Investment Management first reported a position in ITOT in Q2 2022 and held it in 4 quarters. The position peaked at $2.77M in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Broad Run Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Broad Run Investment Management sold 18,657 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.77M.
Broad Run Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 4 quarters.
Broad Run Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.77M in Q4 2025.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Broad Run Investment Management's 13F filing for Q1 2026, filed 15 May 2026.