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

Washington Trust’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
2025 Q2	–	Sell	-26	Closed	-$3.17K	–	487
2025 Q1	$3.17K	Hold	26	–	–	﹤0.01%	688
2024 Q4	$3.34K	Hold	26	–	–	﹤0.01%	777
2024 Q3	$3.27K	Hold	26	–	–	﹤0.01%	774
2024 Q2	$3.09K	Hold	26	–	–	﹤0.01%	790
2024 Q1	$3K	Sell	26 -465	-95%	-$51K	﹤0.01%	787
2023 Q4	$51.7K	Buy	491 +465	+1,788%	+$45.6K	﹤0.01%	422
2023 Q3	$2.45K	Hold	26	–	–	﹤0.01%	748
2023 Q2	$2.54K	Hold	26	–	–	﹤0.01%	764
2023 Q1	$2.35K	Hold	26	–	–	﹤0.01%	790
2022 Q4	$2.21K	Hold	26	–	–	﹤0.01%	798
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	800
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	807
2022 Q1	$3K	Buy	+26	New	+$2.59K	﹤0.01%	785

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Washington Trust's ITOT Position: Q2 2025 in Review

Washington Trust sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 26 shares — an estimated $3.17K sold.

Washington Trust first reported a position in ITOT in Q1 2022 and held it in 13 quarters. The position peaked at $51.7K in Q4 2023. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Washington Trust reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 26 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $3.17K.
Washington Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 13 quarters.
Washington Trust's iShares Core S&P Total US Stock Market ETF position peaked at $51.7K in Q4 2023.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.