MBT
ITOT icon

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

Montecito 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
2026
Q3 		$4.59M Sell
27,601
-289
-1% -$48.1K 0.69% 36
2026
Q2 		$4.58M Sell
27,890
-1,093
-4% -$173K 0.69% 37
2026
Q1 		$4.13M Sell
28,983
-2,645
-8% -$393K 0.68% 39
2025
Q4 		$4.7M Buy
31,628
+15
+0% +$2.21K 0.75% 35
2025
Q3 		$4.6M Buy
+31,613
New +$4.43M 0.72% 34
2025
Q1 		$4.04M Buy
33,082
+2,119
+7% +$273K 0.71% 32
2024
Q4 		$3.98M Buy
30,963
+556
+2% +$72K 0.69% 33
2024
Q3 		$3.82M Sell
30,407
-1,201
-4% -$145K 0.65% 35
2024
Q2 		$3.75M Buy
31,608
+769
+2% +$88.3K 0.76% 32
2024
Q1 		$3.56M Buy
30,839
+1,445
+5% +$158K 0.71% 36
2023
Q4 		$3.09M Sell
29,394
-560
-2% -$54.9K 0.67% 36
2023
Q3 		$2.82M Sell
29,954
-283
-0.9% -$27.8K 0.66% 37
2023
Q2 		$2.96M Sell
30,237
-427
-1% -$39.5K 0.67% 38
2023
Q1 		$2.78M Sell
30,664
-1,130
-4% -$100K 0.66% 38
2022
Q4 		$2.7M Sell
31,794
-757
-2% -$64.6K 0.65% 37
2022
Q3 		$2.59M Buy
32,551
+3,729
+13% +$330K 0.67% 36
2022
Q2 		$2.41M Sell
28,822
-283
-1% -$25.8K 0.57% 46
2022
Q1 		$2.94M Buy
29,105
+547
+2% +$54.5K 0.55% 48
2021
Q4 		$3.06M Sell
28,558
-1,457
-5% -$152K 0.54% 47
2021
Q3 		$2.95M Sell
30,015
-365
-1% -$36.9K 0.57% 45
2021
Q2 		$3M Sell
30,380
-1,055
-3% -$101K 0.58% 45
2021
Q1 		$2.88M Sell
31,435
-3,406
-10% -$305K 0.6% 45
2020
Q4 		$3M Buy
34,841
+2,490
+8% +$202K 0.66% 37
2020
Q3 		$2.44M Hold
32,351
– – 0.62% 43
2020
Q2 		$2.25M Sell
32,351
-10,159
-24% -$664K 0.62% 43
2020
Q1 		$2.43M Buy
42,510
+328
+0.8% +$22.5K 0.8% 31
2019
Q4 		$3.07M Buy
42,182
+2,810
+7% +$196K 0.82% 27
2019
Q3 		$2.64M Sell
39,372
-724
-2% -$48.5K 0.78% 29
2019
Q2 		$2.67M Buy
40,096
+1,238
+3% +$81.1K 0.81% 27
2019
Q1 		$2.5M Sell
38,858
-7,823
-17% -$485K 0.76% 32
2018
Q4 		$2.65M Sell
46,681
-17,067
-27% -$1.05M 0.92% 25
2018
Q3 		$4.25M Buy
+63,748
New +$4.18M 1.27% 15

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Montecito Bank & Trust's ITOT Position: Q3 2026 in Review

Montecito Bank & Trust reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1% in Q3 2026, selling an estimated $48.1K and leaving 27,601 shares worth $4.59M. The position accounts for 0.69% of the portfolio, ranked #36.

Montecito Bank & Trust first reported a position in ITOT in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.7M in Q4 2025. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Montecito Bank & Trust held 27,601 shares of iShares Core S&P Total US Stock Market ETF worth $4.59M as of Q3 2026.
  • Montecito Bank & Trust sold 289 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $48.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.69% of Montecito Bank & Trust's portfolio in Q3 2026, its #36 holding.
  • Montecito Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • Montecito Bank & Trust's iShares Core S&P Total US Stock Market ETF position peaked at $4.7M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.