IIM
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Ipswich Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ipswich Investment Management’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 		$214K Buy
+1,300
New +$206K 0.05% 181

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Ipswich Investment Management's ITOT Position: Q2 2026 in Review

Ipswich Investment Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,300 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings.

349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Ipswich Investment Management held 1,300 shares of iShares Core S&P Total US Stock Market ETF worth $214K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Ipswich Investment Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Ipswich Investment Management's portfolio in Q2 2026, its #181 holding.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.