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

Smithfield 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	$14.6M	Buy	102,314 +179	+0.2%	+$26.6K	0.63%	32
2025 Q4	$15.2M	Buy	102,135 +5,745	+6%	+$848K	0.67%	30
2025 Q3	$14M	Buy	96,390 +10,625	+12%	+$1.49M	0.63%	32
2025 Q2	$11.6M	Buy	85,765 +1,145	+1%	+$143K	0.55%	37
2025 Q1	$10.3M	Sell	84,620 -504	-0.6%	-$65K	0.52%	37
2024 Q4	$10.9M	Buy	85,124 +34,403	+68%	+$4.45M	0.55%	37
2024 Q3	$6.37M	Buy	50,721 +41,125	+429%	+$4.98M	0.31%	55
2024 Q2	$1.14M	Sell	9,596 -507	-5%	-$58.2K	0.06%	133
2024 Q1	$1.16M	Sell	10,103 -24	-0.2%	-$2.63K	0.06%	136
2023 Q4	$1.06M	Sell	10,127 -27	-0.3%	-$2.65K	0.06%	140
2023 Q3	$957K	Sell	10,154 -34	-0.3%	-$3.34K	0.06%	137
2023 Q2	$997K	Sell	10,188 -9	-0.1%	-$832	0.06%	140
2023 Q1	$924K	Hold	10,197	–	–	0.06%	133
2022 Q4	$865K	Buy	+10,197	New	+$870K	0.06%	133
2020 Q2	–	Sell	-256	Closed	-$15K	–	1067
2020 Q1	$15K	Buy	+256	New	+$17.6K	﹤0.01%	619

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Smithfield Trust's ITOT Position: Q1 2026 in Review

Smithfield Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q1 2026, buying an estimated $26.6K and bringing the position to 102,314 shares worth $14.6M. The position accounts for 0.63% of the portfolio, ranked #32.

Smithfield Trust first reported a position in ITOT in Q1 2020 and has held it in 15 quarters since. The position peaked at $15.2M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Smithfield Trust held 102,314 shares of iShares Core S&P Total US Stock Market ETF worth $14.6M as of Q1 2026.
Smithfield Trust bought 179 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $26.6K.
iShares Core S&P Total US Stock Market ETF made up 0.63% of Smithfield Trust's portfolio in Q1 2026, its #32 holding.
Smithfield Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 15 quarters since.
Smithfield Trust's iShares Core S&P Total US Stock Market ETF position peaked at $15.2M 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 Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.