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

WhitTier Trust Company’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 		$967K Hold
5,894
– – 0.02% 310
2026
Q1 		$851K Hold
5,894
– – 0.02% 316
2025
Q4 		$892K Sell
5,894
-55
-0.9% -$8.12K 0.02% 298
2025
Q3 		$871K Sell
5,949
-200
-3% -$28K 0.02% 300
2025
Q2 		$830K Hold
6,149
– – 0.02% 328
2025
Q1 		$750K Hold
6,149
– – 0.02% 330
2024
Q4 		$791K Hold
6,149
– – 0.02% 309
2024
Q3 		$772K Buy
6,149
+641
+12% +$77.6K 0.02% 306
2024
Q2 		$654K Buy
5,508
+307
+6% +$35.2K 0.02% 317
2024
Q1 		$600K Sell
5,201
-1,028
-17% -$113K 0.02% 324
2023
Q4 		$655K Buy
6,229
+686
+12% +$67.2K 0.02% 311
2023
Q3 		$522K Buy
5,543
+1
+0% +$98 0.02% 331
2023
Q2 		$542K Buy
5,542
+112
+2% +$10.4K 0.02% 338
2023
Q1 		$492K Buy
5,430
+1,948
+56% +$173K 0.02% 338
2022
Q4 		$295K Buy
3,482
+307
+10% +$26.2K 0.01% 411
2022
Q3 		$253K Hold
3,175
– – 0.01% 425
2022
Q2 		$266K Buy
+3,175
New +$289K 0.01% 418

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

WhitTier Trust Company's ITOT Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,894 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #310.

WhitTier Trust Company first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • WhitTier Trust Company held 5,894 shares of iShares Core S&P Total US Stock Market ETF worth $967K as of Q2 2026.
  • WhitTier Trust Company 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 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #310 holding.
  • WhitTier Trust Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.