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Brookstone Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Brookstone Capital 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
Q2 		$18.1M Sell
109,886
-1,134
-1% -$180K 0.18% 138
2026
Q1 		$15.8M Sell
111,020
-10,808
-9% -$1.61M 0.18% 140
2025
Q4 		$18.1M Sell
121,828
-2,321
-2% -$343K 0.21% 119
2025
Q3 		$18.1M Sell
124,149
-3,549
-3% -$498K 0.22% 114
2025
Q2 		$17.2M Sell
127,698
-547
-0.4% -$68.3K 0.23% 109
2025
Q1 		$15.6M Sell
128,245
-17,868
-12% -$2.3M 0.22% 109
2024
Q4 		$18.8M Sell
146,113
-4,782
-3% -$619K 0.27% 94
2024
Q3 		$19M Buy
150,895
+1,682
+1% +$204K 0.28% 86
2024
Q2 		$18.2M Sell
149,213
-7,108
-5% -$816K 0.3% 79
2024
Q1 		$18M Sell
156,321
-125,420
-45% -$13.8M 0.32% 74
2023
Q4 		$29.6M Sell
281,741
-4,417
-2% -$433K 0.58% 43
2023
Q3 		$26.8M Sell
286,158
-17,077
-6% -$1.68M 0.59% 42
2023
Q2 		$29.3M Sell
303,235
-2,733
-0.9% -$253K 0.59% 35
2023
Q1 		$27.9M Sell
305,968
-10,727
-3% -$952K 0.54% 42
2022
Q4 		$27.2M Sell
316,695
-38,903
-11% -$3.32M 0.55% 49
2022
Q3 		$28.2M Sell
355,598
-28,733
-7% -$2.54M 0.65% 36
2022
Q2 		$33.2M Sell
384,331
-121,754
-24% -$11.1M 0.73% 29
2022
Q1 		$49.6M Sell
506,085
-53,827
-10% -$5.37M 0.97% 21
2021
Q4 		$58.6M Buy
559,912
+62,928
+13% +$6.58M 1.01% 18
2021
Q3 		$49.7M Buy
496,984
+24,463
+5% +$2.47M 0.89% 23
2021
Q2 		$47.2M Sell
472,521
-176,256
-27% -$17M 0.85% 25
2021
Q1 		$59.4M Sell
648,777
-76,451
-11% -$6.86M 2.28% 6
2020
Q4 		$62.5M Buy
725,228
+54,669
+8% +$4.43M 2.48% 5
2020
Q3 		$50.6M Buy
670,559
+143,889
+27% +$10.7M 2.34% 11
2020
Q2 		$36.6M Sell
526,670
-10,570
-2% -$691K 2.28% 10
2020
Q1 		$30.7M Sell
537,240
-68,252
-11% -$4.68M 1.77% 16
2019
Q4 		$44M Buy
605,492
+33,960
+6% +$2.36M 2.24% 12
2019
Q3 		$38.3M Sell
571,532
-2,890
-0.5% -$194K 2.08% 12
2019
Q2 		$38.3M Buy
574,422
+240,824
+72% +$15.8M 2.21% 10
2019
Q1 		$21.5M Buy
333,598
+60,765
+22% +$3.77M 1.39% 20
2018
Q4 		$15.5M Sell
272,833
-14,409
-5% -$885K 1.18% 19
2018
Q3 		$19.1M Buy
287,242
+22,340
+8% +$1.46M 1.46% 11
2018
Q2 		$16.6M Buy
264,902
+16,285
+7% +$1.01M 1.44% 13
2018
Q1 		$15M Buy
248,617
+7,108
+3% +$444K 1.36% 13
2017
Q4 		$14.8M Buy
241,509
+27,195
+13% +$1.62M 1.33% 10
2017
Q3 		$12.4M Buy
214,314
+23,870
+13% +$1.35M 1.12% 17
2017
Q2 		$10.6M Buy
190,444
+39,927
+27% +$2.19M 1.01% 22
2017
Q1 		$8.13M Buy
150,517
+50,500
+50% +$2.69M 0.82% 31
2016
Q4 		$5.13M Buy
100,017
+39,906
+66% +$2M 0.56% 64
2016
Q3 		$2.98M Buy
60,111
+50,437
+521% +$2.49M 0.33% 97
2016
Q2 		$461K Buy
+9,674
New +$456K 0.06% 170

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Brookstone Capital Management's ITOT Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1% in Q2 2026, selling an estimated $180K and leaving 109,886 shares worth $18.1M. The position accounts for 0.18% of the portfolio, ranked #138.

Brookstone Capital Management first reported a position in ITOT in Q2 2016 and has held it in 41 quarters since. The position peaked at $62.5M in Q4 2020. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Brookstone Capital Management held 109,886 shares of iShares Core S&P Total US Stock Market ETF worth $18.1M as of Q2 2026.
  • Brookstone Capital Management sold 1,134 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $180K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of Brookstone Capital Management's portfolio in Q2 2026, its #138 holding.
  • Brookstone Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2016 and has held it in 41 quarters since.
  • Brookstone Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $62.5M in Q4 2020.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.