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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Midwest Trust's ITOT Position: Q1 2026 in Review

Midwest Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.36% in Q1 2026, buying an estimated $8.48K and bringing the position to 15,710 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #279.

Midwest Trust first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.33M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Midwest Trust held 15,710 shares of iShares Core S&P Total US Stock Market ETF worth $2.24M as of Q1 2026.
  • Midwest Trust bought 57 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $8.48K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #279 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 4 quarters since.
  • Midwest Trust's iShares Core S&P Total US Stock Market ETF position peaked at $2.33M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.