Brooklyn Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Brooklyn Investment Group’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	$1.78M	Buy	12,473 +999	+9%	+$149K	0.06%	322
2025 Q4	$1.72M	Buy	11,474 +387	+3%	+$57.1K	0.08%	203
2025 Q3	$1.49M	Hold	11,087	–	–	0.2%	97
2025 Q2	$1.5M	Buy	11,087 +256	+2%	+$31.9K	0.2%	95
2025 Q1	$1.32M	Buy	10,831 +4,592	+74%	+$592K	0.29%	61
2024 Q4	$802K	Buy	+6,239	New	+$808K	0.24%	78

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

Brooklyn Investment Group's ITOT Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.7% in Q1 2026, buying an estimated $149K and bringing the position to 12,473 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #322.

Brooklyn Investment Group first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. 1,625 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Brooklyn Investment Group held 12,473 shares of iShares Core S&P Total US Stock Market ETF worth $1.78M as of Q1 2026.
Brooklyn Investment Group bought 999 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $149K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Brooklyn Investment Group's portfolio in Q1 2026, its #322 holding.
Brooklyn Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
1,625 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.