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WELLINGTON-ALTUS USA INC.’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$1.49M Sell
10,490
-662
-6% -$105K 1.06% 16
2026
Q1 		$1.83M Buy
11,152
+2,717
+32% +$404K 1.08% 13
2025
Q4 		$1.25M Buy
+8,435
New +$1.24M 0.93% 25

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

WELLINGTON-ALTUS USA INC.'s ITOT Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.9% in Q2 2026, selling an estimated $105K and leaving 10,490 shares worth $1.49M. The position accounts for 1.06% of the portfolio, ranked #16.

WELLINGTON-ALTUS USA INC. first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2026. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 10,490 shares of iShares Core S&P Total US Stock Market ETF worth $1.49M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 662 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $105K.
  • iShares Core S&P Total US Stock Market ETF made up 1.06% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #16 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Core S&P Total US Stock Market ETF position peaked at $1.83M in Q1 2026.
  • 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.