1922 Investment Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

1922 Investment 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 Q1	$60.2K	Sell	423 -256	-38%	-$38.1K	2.06%	3
2025 Q4	$101K	Buy	679 +676	+22,533%	+$99.8K	3.02%	4
2025 Q3	$455	Sell	3 -2	-40%	-$280	0.02%	3
2025 Q2	$635	Buy	+5	New	+$624	0.02%	3
2025 Q1	–	Sell	-5	Closed	-$641	–	3
2024 Q4	$641	Buy	+5	New	+$647	0.02%	3
2024 Q3	–	Sell	-600	Closed	-$71.3K	–	4
2024 Q2	$71.3K	Buy	+600	New	+$68.9K	2.32%	3

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

1922 Investment Company's ITOT Position: Q1 2026 in Review

1922 Investment Company reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 38% in Q1 2026, selling an estimated $38.1K and leaving 423 shares worth $60.2K. The position accounts for 2.06% of the portfolio, ranked #3.

1922 Investment Company first reported a position in ITOT in Q2 2024 and has held it in 6 quarters since. The position peaked at $101K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

1922 Investment Company held 423 shares of iShares Core S&P Total US Stock Market ETF worth $60.2K as of Q1 2026.
1922 Investment Company sold 256 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $38.1K.
iShares Core S&P Total US Stock Market ETF made up 2.06% of 1922 Investment Company's portfolio in Q1 2026, its #3 holding.
1922 Investment Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
1922 Investment Company's iShares Core S&P Total US Stock Market ETF position peaked at $101K in Q4 2025.
1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on 1922 Investment Company's 13F filing for Q1 2026, filed 14 May 2026.