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BSW Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

BSW Wealth Partners’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 		$218K Buy
+1,329
New +$211K 0.02% 307
2026
Q1 		– Sell
-2,201
Closed -$327K – 328
2025
Q4 		$327K Sell
2,201
-308
-12% -$45.5K 0.04% 230
2025
Q3 		$365K Hold
2,509
– – 0.05% 221
2025
Q2 		$339K Sell
2,509
-609
-20% -$76K 0.05% 222
2025
Q1 		$380K Sell
3,118
-690
-18% -$88.9K 0.06% 200
2024
Q4 		$490K Buy
3,808
+759
+25% +$98.3K 0.07% 166
2024
Q3 		$383K Buy
3,049
+1
+0% +$121 0.06% 194
2024
Q2 		$362K Sell
3,048
-684
-18% -$78.5K 0.06% 178
2024
Q1 		$430K Sell
3,732
-448
-11% -$49.1K 0.07% 155
2023
Q4 		$440K Buy
4,180
+380
+10% +$37.2K 0.09% 138
2023
Q3 		$358K Sell
3,800
-57
-1% -$5.6K 0.08% 144
2023
Q2 		$377K Buy
3,857
+20
+0.5% +$1.85K 0.08% 151
2023
Q1 		$347K Buy
3,837
+134
+4% +$11.9K 0.07% 198
2022
Q4 		$314K Buy
3,703
+1,061
+40% +$90.6K 0.07% 205
2022
Q3 		$210K Buy
+2,642
New +$234K 0.05% 249
2022
Q2 		– Sell
-2,064
Closed -$208K – 293
2022
Q1 		$208K Buy
2,064
+2
+0.1% +$199 0.05% 271
2021
Q4 		$221K Buy
+2,062
New +$216K 0.06% 234
2021
Q2 		– Sell
-3,404
Closed -$312K – 247
2021
Q1 		$312K Buy
+3,404
New +$305K 0.09% 137

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

BSW Wealth Partners's ITOT Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,329 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in ITOT as recently as Q4 2025.

BSW Wealth Partners first reported a position in ITOT in Q1 2021 and has held it in 18 quarters since. The position peaked at $490K in Q4 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • BSW Wealth Partners held 1,329 shares of iShares Core S&P Total US Stock Market ETF worth $218K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new BSW Wealth Partners position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #307 holding.
  • BSW Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 18 quarters since.
  • BSW Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $490K in Q4 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.