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

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

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. 1,719 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.
1,719 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.