Westmount Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Westmount 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	$1.86M	Buy	11,350 +415	+4%	+$65.9K	0.41%	57
2026 Q1	$1.56M	Buy	10,935 +21	+0.2%	+$3.12K	0.38%	56
2025 Q4	$1.62M	Buy	10,914 +130	+1%	+$19.2K	0.4%	56
2025 Q3	$1.58M	Buy	10,784 +102	+1%	+$14.3K	0.41%	55
2025 Q2	$1.44M	Buy	10,682 +27	+0.3%	+$3.37K	0.4%	56
2025 Q1	$1.3M	Buy	10,655 +26	+0.2%	+$3.35K	0.4%	54
2024 Q4	$1.37M	Buy	10,629 +33	+0.3%	+$4.27K	0.42%	50
2024 Q3	$1.33M	Sell	10,596 -567	-5%	-$68.6K	0.4%	49
2024 Q2	$1.33M	Buy	11,163 +625	+6%	+$71.7K	0.44%	45
2024 Q1	$1.22M	Buy	10,538 +24	+0.2%	+$2.63K	0.44%	46
2023 Q4	$1.11M	Buy	10,514 +79	+0.8%	+$7.74K	0.45%	47
2023 Q3	$983K	Buy	+10,435	New	+$1.03M	0.43%	48

Other funds holding ITOT

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return