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Douglass Winthrop Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Douglass Winthrop 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 		$428K Hold
2,605
– – 0.01% 241
2026
Q1 		$371K Sell
2,605
-390
-13% -$58K 0.01% 241
2025
Q4 		$445K Hold
2,995
– – 0.01% 224
2025
Q3 		$436K Hold
2,995
– – 0.01% 222
2025
Q2 		$404K Buy
2,995
+390
+15% +$48.7K 0.01% 208
2025
Q1 		$318K Hold
2,605
– – 0.01% 235
2024
Q4 		$335K Hold
2,605
– – 0.01% 239
2024
Q3 		$327K Hold
2,605
– – 0.01% 238
2024
Q2 		$309K Hold
2,605
– – 0.01% 228
2024
Q1 		$300K Hold
2,605
– – 0.01% 238
2023
Q4 		$274K Hold
2,605
– – 0.01% 222
2023
Q3 		$245K Hold
2,605
– – 0.01% 214
2023
Q2 		$255K Hold
2,605
– – 0.01% 217
2023
Q1 		$236K Hold
2,605
– – 0.01% 221
2022
Q4 		$221K Hold
2,605
– – 0.01% 229
2022
Q3 		$207K Hold
2,605
– – 0.01% 232
2022
Q2 		$218K Hold
2,605
– – 0.01% 240
2022
Q1 		$263K Hold
2,605
– – 0.01% 235
2021
Q4 		$279K Sell
2,605
-292
-10% -$30.5K 0.01% 240
2021
Q3 		$285K Hold
2,897
– – 0.01% 238
2021
Q2 		$286K Sell
2,897
-103
-3% -$9.9K 0.01% 243
2021
Q1 		$275K Hold
3,000
– – 0.01% 239
2020
Q4 		$259K Buy
+3,000
New +$243K 0.01% 238

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Douglass Winthrop Advisors's ITOT Position: Q2 2026 in Review

Douglass Winthrop Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,605 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #241.

Douglass Winthrop Advisors first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $445K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Douglass Winthrop Advisors held 2,605 shares of iShares Core S&P Total US Stock Market ETF worth $428K as of Q2 2026.
  • Douglass Winthrop 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 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #241 holding.
  • Douglass Winthrop Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Douglass Winthrop Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $445K in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.