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

Midwest 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	$2.77M	Buy	16,866 +1,156	+7%	+$183K	0.03%	264
2026 Q1	$2.24M	Buy	15,710 +57	+0.4%	+$8.48K	0.03%	279
2025 Q4	$2.33M	Buy	15,653 +5,048	+48%	+$745K	0.03%	269
2025 Q3	$1.54M	Buy	10,605 +2,536	+31%	+$356K	0.02%	300
2025 Q2	$1.09M	Buy	+8,069	New	+$1.01M	0.02%	332

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

Midwest Trust's ITOT Position: Q2 2026 in Review

Midwest Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.4% in Q2 2026, buying an estimated $183K and bringing the position to 16,866 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #264.

Midwest Trust first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Midwest Trust held 16,866 shares of iShares Core S&P Total US Stock Market ETF worth $2.77M as of Q2 2026.
Midwest Trust bought 1,156 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $183K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #264 holding.
Midwest Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.