Burnham & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Burnham & Co’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 Q3	$41.6K	Buy	+250	New	+$41.6K	0.03%	129

Other funds holding ITOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Burnham & Co's ITOT Position: Q3 2026 in Review

Burnham & Co opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 250 shares worth $41.6K. The stake represents 0.03% of the portfolio and ranks #129 among its holdings.

1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Burnham & Co held 250 shares of iShares Core S&P Total US Stock Market ETF worth $41.6K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Burnham & Co position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Burnham & Co's portfolio in Q3 2026, its #129 holding.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Burnham & Co's 13F filing for Q3 2026, filed 12 Nov 2026.