WBC
ITOT icon

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

West Branch Capital’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 		$234K Hold
1,422
– – 0.05% 80
2026
Q1 		$203K Sell
1,422
-370
-21% -$55K 0.05% 77
2025
Q4 		$266K Sell
1,792
-1,570
-47% -$232K 0.07% 74
2025
Q3 		$490K Buy
3,362
+232
+7% +$32.5K 0.13% 58
2025
Q2 		$423K Sell
3,130
-42
-1% -$5.24K 0.13% 54
2025
Q1 		$387K Sell
3,172
-301
-9% -$38.8K 0.13% 60
2024
Q4 		$447K Buy
3,473
+14
+0.4% +$1.81K 0.14% 58
2024
Q3 		$435K Buy
3,459
+4
+0.1% +$484 0.15% 59
2024
Q2 		$410K Buy
3,455
+3
+0.1% +$344 0.15% 61
2024
Q1 		$398K Buy
3,452
+403
+13% +$44.2K 0.16% 61
2023
Q4 		$321K Buy
3,049
+11
+0.4% +$1.08K 0.15% 56
2023
Q3 		$286K Hold
3,038
– – 0.15% 62
2023
Q2 		$297K Buy
3,038
+321
+12% +$29.7K 0.15% 62
2023
Q1 		$246K Sell
2,717
-61
-2% -$5.42K 0.14% 70
2022
Q4 		$236K Buy
2,778
+221
+9% +$18.9K 0.15% 68
2022
Q3 		$203K Buy
2,557
+5
+0.2% +$442 0.13% 76
2022
Q2 		$214K Sell
2,552
-376
-13% -$34.3K 0.12% 74
2022
Q1 		$296K Sell
2,928
-340
-10% -$33.9K 0.14% 69
2021
Q4 		$350K Sell
3,268
-216
-6% -$22.6K 0.15% 66
2021
Q3 		$343K Buy
3,484
+161
+5% +$16.3K 0.17% 66
2021
Q2 		$328K Buy
3,323
+47
+1% +$4.52K 0.16% 68
2021
Q1 		$300K Buy
3,276
+4
+0.1% +$359 0.18% 67
2020
Q4 		$282K Buy
3,272
+164
+5% +$13.3K 0.17% 72
2020
Q3 		$235K Buy
+3,108
New +$232K 0.15% 78
2020
Q1 		– Sell
-3,512
Closed -$255K – 81
2019
Q4 		$255K Buy
3,512
+92
+3% +$6.4K 0.18% 83
2019
Q3 		$229K Buy
3,420
+95
+3% +$6.37K 0.17% 83
2019
Q2 		$222K Sell
3,325
-499
-13% -$32.7K 0.18% 87
2019
Q1 		$246K Buy
3,824
+195
+5% +$12.1K 0.22% 74
2018
Q4 		$206K Sell
3,629
-775
-18% -$47.6K 0.22% 70
2018
Q3 		$293K Buy
4,404
+50
+1% +$3.28K 0.22% 76
2018
Q2 		$272K Buy
4,354
+629
+17% +$39.1K 0.21% 77
2018
Q1 		$225K Buy
+3,725
New +$233K 0.25% 68

Other funds holding ITOT

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

West Branch Capital's ITOT Position: Q2 2026 in Review

West Branch Capital held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,422 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #80.

West Branch Capital first reported a position in ITOT in Q1 2018 and has held it in 32 quarters since. The position peaked at $490K in Q3 2025. 583 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • West Branch Capital held 1,422 shares of iShares Core S&P Total US Stock Market ETF worth $234K as of Q2 2026.
  • West Branch Capital 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 0.05% of West Branch Capital's portfolio in Q2 2026, its #80 holding.
  • West Branch Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 32 quarters since.
  • West Branch Capital's iShares Core S&P Total US Stock Market ETF position peaked at $490K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.