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

Sanibel Captiva 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	$810K	Sell	4,932 -259	-5%	-$41.1K	0.02%	271
2026 Q1	$739K	Buy	5,191 +259	+5%	+$38.5K	0.02%	265
2025 Q4	$733K	Hold	4,932	–	–	0.02%	256
2025 Q3	$718K	Hold	4,932	–	–	0.02%	252
2025 Q2	$666K	Hold	4,932	–	–	0.02%	255
2025 Q1	$602K	Buy	4,932 +423	+9%	+$54.5K	0.02%	253
2024 Q4	$580K	Hold	4,509	–	–	0.02%	255
2024 Q3	$566K	Sell	4,509 -2	-0%	-$242	0.02%	257
2024 Q2	$536K	Buy	4,511 +625	+16%	+$71.7K	0.02%	256
2024 Q1	$448K	Hold	3,886	–	–	0.02%	268
2023 Q4	$409K	Buy	+3,886	New	+$381K	0.02%	260

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

Sanibel Captiva Trust Company's ITOT Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q2 2026, selling an estimated $41.1K and leaving 4,932 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #271.

Sanibel Captiva Trust Company first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sanibel Captiva Trust Company held 4,932 shares of iShares Core S&P Total US Stock Market ETF worth $810K as of Q2 2026.
Sanibel Captiva Trust Company sold 259 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $41.1K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #271 holding.
Sanibel Captiva Trust Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.