Twin Focus Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Twin Focus Capital Partners’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	$29.8M	Buy	181,344 +4,623	+3%	+$734K	3.03%	6
2026 Q1	$25.2M	Buy	176,721 +12,931	+8%	+$1.92M	2.89%	7
2025 Q4	$24.4M	Buy	163,790 +8,098	+5%	+$1.2M	2.81%	6
2025 Q3	$22.7M	Buy	155,692 +2,396	+2%	+$336K	2.88%	7
2025 Q2	$20.7M	Sell	153,296 -13,889	-8%	-$1.73M	2.9%	7
2025 Q1	$20.4M	Buy	167,185 +16,322	+11%	+$2.1M	3.17%	6
2024 Q4	$19.4M	Buy	150,863 +106,859	+243%	+$13.8M	2.87%	6
2024 Q3	$5.53M	Buy	44,004 +724	+2%	+$87.7K	0.87%	33
2024 Q2	$5.14M	Buy	43,280 +28,439	+192%	+$3.26M	0.82%	34
2024 Q1	$1.71M	Buy	14,841 +841	+6%	+$92.2K	0.33%	57
2023 Q4	$1.47M	Buy	14,000 +8,700	+164%	+$853K	0.3%	58
2023 Q3	$499K	Hold	5,300	–	–	0.11%	97
2023 Q2	$519K	Hold	5,300	–	–	0.1%	108
2023 Q1	$480K	Hold	5,300	–	–	0.1%	106
2022 Q4	$449K	Sell	5,300 -1,800	-25%	-$154K	0.09%	111
2022 Q3	$565K	Hold	7,100	–	–	0.14%	90
2022 Q2	$595K	Buy	+7,100	New	+$647K	0.13%	89

Other funds holding ITOT

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Twin Focus Capital Partners's ITOT Position: Q2 2026 in Review

Twin Focus Capital Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, buying an estimated $734K and bringing the position to 181,344 shares worth $29.8M. The position accounts for 3.03% of the portfolio, ranked #6.

Twin Focus Capital Partners first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,161 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Twin Focus Capital Partners held 181,344 shares of iShares Core S&P Total US Stock Market ETF worth $29.8M as of Q2 2026.
Twin Focus Capital Partners bought 4,623 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $734K.
iShares Core S&P Total US Stock Market ETF made up 3.03% of Twin Focus Capital Partners's portfolio in Q2 2026, its #6 holding.
Twin Focus Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
1,161 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.