FineMark National Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

FineMark National Bank & 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
2025 Q4	$280K	Buy	1,886 +498	+36%	+$73.5K	0.01%	388
2025 Q3	$202K	Sell	1,388 -800	-37%	-$112K	0.01%	430
2025 Q2	$295K	Buy	2,188 +324	+17%	+$40.4K	0.01%	382
2025 Q1	$227K	Buy	+1,864	New	+$240K	0.01%	397
2016 Q3	–	Sell	-232	Closed	-$11K	–	1374
2016 Q2	$11K	Buy	232 +2	+0.9%	+$94	﹤0.01%	930
2016 Q1	$11K	Buy	230 +2	+0.9%	+$88	﹤0.01%	892
2015 Q4	$11K	Buy	228 +2	+0.9%	+$94	﹤0.01%	920
2015 Q3	$10K	Hold	226	–	–	﹤0.01%	968
2015 Q2	$11K	Buy	226 +2	+0.9%	+$96	﹤0.01%	981
2015 Q1	$11K	Hold	224	–	–	﹤0.01%	985
2014 Q4	$10K	Buy	224 +2	+0.9%	+$92	﹤0.01%	1032
2014 Q3	$10K	Hold	222	–	–	﹤0.01%	1018
2014 Q2	$10K	Buy	222 +2	+0.9%	+$87	﹤0.01%	1032
2014 Q1	$9K	Hold	220	–	–	﹤0.01%	1063
2013 Q4	$9K	Buy	220 +2	+0.9%	+$81	﹤0.01%	1038
2013 Q3	$8K	Hold	218	–	–	﹤0.01%	1021
2013 Q2	$8K	Buy	+218	New	+$8.01K	﹤0.01%	1008

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

FineMark National Bank & Trust's ITOT Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 36% in Q4 2025, buying an estimated $73.5K and bringing the position to 1,886 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #388.

FineMark National Bank & Trust first reported a position in ITOT in Q2 2013 and has held it in 17 quarters since. The position peaked at $295K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

FineMark National Bank & Trust held 1,886 shares of iShares Core S&P Total US Stock Market ETF worth $280K as of Q4 2025.
FineMark National Bank & Trust bought 498 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $73.5K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #388 holding.
FineMark National Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 17 quarters since.
FineMark National Bank & Trust's iShares Core S&P Total US Stock Market ETF position peaked at $295K in Q2 2025.
1,641 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.