Old Point Trust & Financial Services N A’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Old Point Trust & Financial Services N A’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	–	Sell	-184	Closed	-$26.2K	–	333
2026 Q1	$26.2K	Hold	184	–	–	0.01%	212
2025 Q4	$27.4K	Sell	184 -250	-58%	-$36.9K	0.01%	216
2025 Q3	$63.2K	Buy	434 +184	+74%	+$25.8K	0.02%	172
2025 Q2	$33.8K	Hold	250	–	–	0.01%	196
2025 Q1	$30.5K	Hold	250	–	–	0.01%	217
2024 Q4	$32.2K	Buy	+250	New	+$32.4K	0.01%	204

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

Old Point Trust & Financial Services N A's ITOT Position: Q2 2026 in Review

Old Point Trust & Financial Services N A sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 184 shares — an estimated $26.2K sold.

Old Point Trust & Financial Services N A first reported a position in ITOT in Q4 2024 and held it in 6 quarters. The position peaked at $63.2K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Old Point Trust & Financial Services N A reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 184 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $26.2K.
Old Point Trust & Financial Services N A first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 6 quarters.
Old Point Trust & Financial Services N A's iShares Core S&P Total US Stock Market ETF position peaked at $63.2K in Q3 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.