Burney Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Burney Company’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	$231K	Buy	+1,406	New	+$223K	0.01%	578
2026 Q1	–	Sell	-1,375	Closed	-$204K	–	611
2025 Q4	$204K	Hold	1,375	–	–	0.01%	589
2025 Q3	$200K	Buy	+1,375	New	+$193K	0.01%	570
2025 Q2	–	Sell	-4,680	Closed	-$571K	–	590
2025 Q1	$571K	Buy	+4,680	New	+$603K	0.02%	396

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

Burney Company's ITOT Position: Q2 2026 in Review

Burney Company opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,406 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Burney Company previously reported a position in ITOT as recently as Q4 2025.

Burney Company first reported a position in ITOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $571K in Q1 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Burney Company held 1,406 shares of iShares Core S&P Total US Stock Market ETF worth $231K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Burney Company position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #578 holding.
Burney Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 4 quarters since.
Burney Company's iShares Core S&P Total US Stock Market ETF position peaked at $571K in Q1 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.