Welch & Forbes’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Welch & Forbes’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	$239K	Hold	1,456	–	–	﹤0.01%	363
2026 Q1	$207K	Hold	1,456	–	–	﹤0.01%	358
2025 Q4	$216K	Hold	1,456	–	–	﹤0.01%	364
2025 Q3	$212K	Buy	+1,456	New	+$204K	﹤0.01%	371
2024 Q2	–	Sell	-2,043	Closed	-$236K	–	377
2024 Q1	$236K	Buy	+2,043	New	+$224K	﹤0.01%	362
2023 Q4	–	Sell	-2,168	Closed	-$204K	–	369
2023 Q3	$204K	Hold	2,168	–	–	﹤0.01%	359
2023 Q2	$212K	Sell	2,168 -215	-9%	-$19.9K	﹤0.01%	362
2023 Q1	$216K	Buy	+2,383	New	+$212K	﹤0.01%	357

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

Welch & Forbes's ITOT Position: Q2 2026 in Review

Welch & Forbes held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,456 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Welch & Forbes first reported a position in ITOT in Q1 2023 and has held it in 8 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Welch & Forbes held 1,456 shares of iShares Core S&P Total US Stock Market ETF worth $239K as of Q2 2026.
Welch & Forbes 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 ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #363 holding.
Welch & Forbes first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 8 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.