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

Trust Point Inc’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 		$276K Hold
1,680
– – 0.02% 359
2026
Q1 		$239K Sell
1,680
-367
-18% -$54.6K 0.02% 457
2025
Q4 		$304K Buy
2,047
+367
+22% +$54.2K 0.02% 368
2025
Q3 		$245K Sell
1,680
-100
-6% -$14K 0.02% 417
2025
Q2 		$240K Hold
1,780
– – 0.02% 348
2025
Q1 		$217K Hold
1,780
– – 0.02% 425
2024
Q4 		$229K Hold
1,780
– – 0.02% 508
2024
Q3 		$224K Hold
1,780
– – 0.02% 473
2024
Q2 		$211K Hold
1,780
– – 0.02% 475
2024
Q1 		$205K Buy
+1,780
New +$195K 0.02% 502

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Trust Point Inc's ITOT Position: Q2 2026 in Review

Trust Point Inc held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,680 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #359.

Trust Point Inc first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $304K in Q4 2025. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Trust Point Inc held 1,680 shares of iShares Core S&P Total US Stock Market ETF worth $276K as of Q2 2026.
  • Trust Point Inc 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 0.02% of Trust Point Inc's portfolio in Q2 2026, its #359 holding.
  • Trust Point Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Trust Point Inc's iShares Core S&P Total US Stock Market ETF position peaked at $304K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.