DTC
ITOT icon

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

Davidson Trust 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
Q3 		$645K Buy
3,880
+1,287
+50% +$214K 0.26% 93
2026
Q2 		$426K Hold
2,593
– – 0.17% 130
2026
Q1 		$369K Buy
+2,593
New +$386K 0.16% 130

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Davidson Trust Company's ITOT Position: Q3 2026 in Review

Davidson Trust Company increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 50% in Q3 2026, buying an estimated $214K and bringing the position to 3,880 shares worth $645K. The position accounts for 0.26% of the portfolio, ranked #93.

Davidson Trust Company first reported a position in ITOT in Q1 2026 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Davidson Trust Company held 3,880 shares of iShares Core S&P Total US Stock Market ETF worth $645K as of Q3 2026.
  • Davidson Trust Company bought 1,287 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $214K.
  • iShares Core S&P Total US Stock Market ETF made up 0.26% of Davidson Trust Company's portfolio in Q3 2026, its #93 holding.
  • Davidson Trust Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.