Burk Holdings’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Burk Holdings's ITOT Position: Q2 2026 in Review
Burk Holdings increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 86% in Q2 2026, buying an estimated $175K and bringing the position to 2,382 shares worth $391K. The position accounts for 0.14% of the portfolio, ranked #55.
Burk Holdings first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Burk Holdings held 2,382 shares of iShares Core S&P Total US Stock Market ETF worth $391K as of Q2 2026.
- Burk Holdings bought 1,100 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $175K.
- iShares Core S&P Total US Stock Market ETF made up 0.14% of Burk Holdings's portfolio in Q2 2026, its #55 holding.
- Burk Holdings first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
- 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.