Two West Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Two West Capital Advisors’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	–	Sell	-1,676	Closed	-$249K	–	100
2025 Q4	$249K	Sell	1,676 -97	-5%	-$14.3K	0.14%	90
2025 Q3	$263K	Sell	1,773 -118	-6%	-$16.5K	0.16%	84
2025 Q2	$263K	Buy	1,891 +13	+0.7%	+$1.62K	0.17%	76
2025 Q1	$218K	Sell	1,878 -6	-0.3%	-$773	0.18%	69
2024 Q4	$242K	Sell	1,884 -159	-8%	-$20.6K	0.21%	65
2024 Q3	$257K	Sell	2,043 -441	-18%	-$53.4K	0.21%	56
2024 Q2	$295K	Buy	+2,484	New	+$285K	0.28%	48

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

Two West Capital Advisors's ITOT Position: Q1 2026 in Review

Two West Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,676 shares — an estimated $249K sold.

Two West Capital Advisors first reported a position in ITOT in Q2 2024 and held it in 7 quarters. The position peaked at $295K in Q2 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Two West Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Two West Capital Advisors sold 1,676 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $249K.
Two West Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 7 quarters.
Two West Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $295K in Q2 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.