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

Dorsey & Whitney Trust’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	$4.92M	Buy	29,926 +3,249	+12%	+$516K	0.24%	94
2026 Q1	$3.8M	Hold	26,677	–	–	0.21%	108
2025 Q4	$3.97M	Hold	26,677	–	–	0.21%	102
2025 Q3	$3.89M	Hold	26,677	–	–	0.21%	101
2025 Q2	$3.6M	Buy	26,677 +1,025	+4%	+$128K	0.19%	110
2025 Q1	$3.13M	Buy	+25,652	New	+$3.31M	0.18%	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

Dorsey & Whitney Trust's ITOT Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, buying an estimated $516K and bringing the position to 29,926 shares worth $4.92M. The position accounts for 0.24% of the portfolio, ranked #94.

Dorsey & Whitney Trust first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Dorsey & Whitney Trust held 29,926 shares of iShares Core S&P Total US Stock Market ETF worth $4.92M as of Q2 2026.
Dorsey & Whitney Trust bought 3,249 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $516K.
iShares Core S&P Total US Stock Market ETF made up 0.24% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #94 holding.
Dorsey & Whitney Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.