Annis Gardner Whiting Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$1.03M	Hold	6,293	–	–	0.16%	115
2026 Q1	$896K	Hold	6,293	–	–	0.14%	123
2025 Q4	$936K	Hold	6,293	–	–	0.18%	104
2025 Q3	$917K	Hold	6,293	–	–	0.19%	96
2025 Q2	$850K	Hold	6,293	–	–	0.29%	75
2025 Q1	$768K	Hold	6,293	–	–	0.32%	71
2024 Q4	$809K	Hold	6,293	–	–	0.23%	80
2024 Q3	$791K	Buy	6,293 +2,795	+80%	+$338K	0.22%	91
2024 Q2	$415K	Hold	3,498	–	–	0.12%	147
2024 Q1	$403K	Buy	+3,498	New	+$384K	0.14%	118

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

Annis Gardner Whiting Capital Advisors's ITOT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 6,293 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #115.

Annis Gardner Whiting Capital Advisors first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 6,293 shares of iShares Core S&P Total US Stock Market ETF worth $1.03M as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #115 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.