ANTB
ITOT icon

AMG National Trust Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

AMG National Trust Bank’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 		$560K Sell
3,409
-5,716
-63% -$907K 0.01% 315
2026
Q1 		$1.3M Buy
9,125
+6,136
+205% +$912K 0.03% 283
2025
Q4 		$444K Hold
2,989
– – 0.01% 361
2025
Q3 		$435K Hold
2,989
– – 0.01% 359
2025
Q2 		$404K Hold
2,989
– – 0.01% 360
2025
Q1 		$365K Hold
2,989
– – 0.01% 361
2024
Q4 		$386K Sell
2,989
-420
-12% -$54.4K 0.01% 359
2024
Q3 		$428K Sell
3,409
-6,692
-66% -$810K 0.01% 345
2024
Q2 		$1.2M Buy
10,101
+6,717
+198% +$771K 0.03% 272
2024
Q1 		$390K Hold
3,384
– – 0.01% 352
2023
Q4 		$356K Hold
3,384
– – 0.01% 360
2023
Q3 		$319K Sell
3,384
-89
-3% -$8.75K 0.01% 365
2023
Q2 		$340K Sell
3,473
-205
-6% -$19K 0.01% 371
2023
Q1 		$333K Sell
3,678
-15
-0.4% -$1.33K 0.01% 390
2022
Q4 		$313K Sell
3,693
-7,791
-68% -$665K 0.01% 383
2022
Q3 		$914K Buy
11,484
+8,189
+249% +$724K 0.03% 270
2022
Q2 		$278K Buy
3,295
+76
+2% +$6.92K 0.01% 391
2022
Q1 		$325K Hold
3,219
– – 0.01% 387
2021
Q4 		$344K Hold
3,219
– – 0.01% 390
2021
Q3 		$317K Sell
3,219
-1,474
-31% -$149K 0.01% 397
2021
Q2 		$463K Sell
4,693
-685
-13% -$65.9K 0.01% 354
2021
Q1 		$493K Sell
5,378
-25
-0.5% -$2.24K 0.02% 347
2020
Q4 		$466K Sell
5,403
-105
-2% -$8.5K 0.02% 352
2020
Q3 		$416K Buy
5,508
+1,255
+30% +$93.7K 0.02% 340
2020
Q2 		$295K Buy
+4,253
New +$278K 0.01% 373

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AMG National Trust Bank's ITOT Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 63% in Q2 2026, selling an estimated $907K and leaving 3,409 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #315.

AMG National Trust Bank first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.3M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • AMG National Trust Bank held 3,409 shares of iShares Core S&P Total US Stock Market ETF worth $560K as of Q2 2026.
  • AMG National Trust Bank sold 5,716 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $907K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #315 holding.
  • AMG National Trust Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's iShares Core S&P Total US Stock Market ETF position peaked at $1.3M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.