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

Perkins Coie Trust Company’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	$168K	Hold	1,020	–	–	0.03%	116
2026 Q1	$145K	Hold	1,020	–	–	0.03%	121
2025 Q4	$152K	Hold	1,020	–	–	0.03%	119
2025 Q3	$149K	Hold	1,020	–	–	0.03%	118
2025 Q2	$138K	Hold	1,020	–	–	0.02%	136
2025 Q1	$124K	Hold	1,020	–	–	0.03%	136
2024 Q4	$131K	Hold	1,020	–	–	0.03%	135
2024 Q3	$128K	Hold	1,020	–	–	0.03%	140
2024 Q2	$121K	Hold	1,020	–	–	0.03%	138
2024 Q1	$118K	Hold	1,020	–	–	0.03%	124
2023 Q4	$107K	Hold	1,020	–	–	0.03%	128
2023 Q3	$96.1K	Hold	1,020	–	–	0.03%	132
2023 Q2	$99.8K	Buy	1,020 +585	+134%	+$54.1K	0.03%	99
2023 Q1	$39.4K	Hold	435	–	–	0.01%	137
2022 Q4	$36.9K	Hold	435	–	–	0.01%	134
2022 Q3	$35K	Hold	435	–	–	0.01%	138
2022 Q2	$36K	Hold	435	–	–	0.01%	138
2022 Q1	$44K	Hold	435	–	–	0.01%	141
2021 Q4	$47K	Hold	435	–	–	0.01%	144
2021 Q3	$43K	Hold	435	–	–	0.01%	156
2021 Q2	$43K	Hold	435	–	–	0.01%	164
2021 Q1	$40K	Hold	435	–	–	0.01%	156
2020 Q4	$38K	Hold	435	–	–	0.01%	166
2020 Q3	$33K	Hold	435	–	–	0.01%	162
2020 Q2	$30K	Hold	435	–	–	0.01%	170
2020 Q1	$25K	Hold	435	–	–	0.01%	191
2019 Q4	$32K	Hold	435	–	–	0.01%	200
2019 Q3	$29K	Hold	435	–	–	0.01%	203
2019 Q2	$29K	Hold	435	–	–	0.01%	200
2019 Q1	$28K	Hold	435	–	–	0.01%	201
2018 Q4	$25K	Hold	435	–	–	0.01%	203
2018 Q3	$29K	Hold	435	–	–	0.01%	206
2018 Q2	$27K	Hold	435	–	–	0.01%	213
2018 Q1	$26K	Hold	435	–	–	0.01%	216
2017 Q4	$27K	Hold	435	–	–	0.01%	210
2017 Q3	$25K	Hold	435	–	–	0.01%	215
2017 Q2	$24K	Sell	435 -105	-19%	-$5.76K	0.01%	221
2017 Q1	$29K	Sell	540 -85	-14%	-$4.53K	0.02%	197
2016 Q4	$32K	Buy	+625	New	+$31.3K	0.02%	189

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Perkins Coie Trust Company's ITOT Position: Q2 2026 in Review

Perkins Coie Trust Company held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,020 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #116.

Perkins Coie Trust Company first reported a position in ITOT in Q4 2016 and has held it in 39 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Perkins Coie Trust Company held 1,020 shares of iShares Core S&P Total US Stock Market ETF worth $168K as of Q2 2026.
Perkins Coie Trust Company left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Perkins Coie Trust Company's portfolio in Q2 2026, its #116 holding.
Perkins Coie Trust Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.