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

Burling 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	$212K	Buy	+1,290	New	+$205K	0.03%	179

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Burling Wealth Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,290 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings.

1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Burling Wealth Partners held 1,290 shares of iShares Core S&P Total US Stock Market ETF worth $212K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Burling Wealth Partners position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Burling Wealth Partners's portfolio in Q2 2026, its #179 holding.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.