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

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

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. 1,719 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.
1,719 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.