Fulton Breakefield Broenniman’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fulton Breakefield Broenniman’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	$237K	Sell	1,444 -1,250	-46%	-$198K	0.01%	184
2026 Q1	$384K	Buy	2,694 +1	+0%	+$149	0.03%	133
2025 Q4	$400K	Sell	2,693 -2,389	-47%	-$353K	0.03%	139
2025 Q3	$740K	Sell	5,082 -5,021	-50%	-$704K	0.05%	107
2025 Q2	$1.36M	Buy	+10,103	New	+$1.26M	0.09%	87

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

Fulton Breakefield Broenniman's ITOT Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 46% in Q2 2026, selling an estimated $198K and leaving 1,444 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #184.

Fulton Breakefield Broenniman first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q2 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Fulton Breakefield Broenniman held 1,444 shares of iShares Core S&P Total US Stock Market ETF worth $237K as of Q2 2026.
Fulton Breakefield Broenniman sold 1,250 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $198K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #184 holding.
Fulton Breakefield Broenniman first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
Fulton Breakefield Broenniman's iShares Core S&P Total US Stock Market ETF position peaked at $1.36M in Q2 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.