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 Q2	–	Sell	-423	Closed	-$60.2K	–	3
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 $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

1922 Investment Company's ITOT Position: Q2 2026 in Review

1922 Investment Company sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 423 shares — an estimated $60.2K sold.

1922 Investment Company first reported a position in ITOT in Q2 2024 and held it in 6 quarters. The position peaked at $101K in Q4 2025. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

1922 Investment Company reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
1922 Investment Company sold 423 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $60.2K.
1922 Investment Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 6 quarters.
1922 Investment Company's iShares Core S&P Total US Stock Market ETF position peaked at $101K in Q4 2025.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on 1922 Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.