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

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

Westmount Partners's ITOT Position: Q2 2026 in Review

Westmount Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.8% in Q2 2026, buying an estimated $65.9K and bringing the position to 11,350 shares worth $1.86M. The position accounts for 0.41% of the portfolio, ranked #57.

Westmount Partners first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Westmount Partners held 11,350 shares of iShares Core S&P Total US Stock Market ETF worth $1.86M as of Q2 2026.
Westmount Partners bought 415 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $65.9K.
iShares Core S&P Total US Stock Market ETF made up 0.41% of Westmount Partners's portfolio in Q2 2026, its #57 holding.
Westmount Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.