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

Whittier Trust’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	$874K	Hold	5,295	–	–	0.01%	413
2026 Q1	$764K	Hold	5,295	–	–	0.01%	384
2025 Q4	$801K	Hold	5,295	–	–	0.01%	379
2025 Q3	$776K	Hold	5,295	–	–	0.01%	378
2025 Q2	$715K	Buy	5,295 +2,348	+80%	+$293K	0.01%	437
2025 Q1	$360K	Sell	2,947 -114	-4%	-$14.7K	0.01%	541
2024 Q4	$394K	Buy	3,061 +114	+4%	+$14.8K	0.01%	527
2024 Q3	$370K	Sell	2,947 -952	-24%	-$115K	0.01%	556
2024 Q2	$463K	Hold	3,899	–	–	0.01%	496
2024 Q1	$450K	Hold	3,899	–	–	0.01%	507
2023 Q4	$410K	Buy	3,899 +2,740	+236%	+$269K	0.01%	515
2023 Q3	$109K	Hold	1,159	–	–	﹤0.01%	751
2023 Q2	$113K	Hold	1,159	–	–	﹤0.01%	755
2023 Q1	$105K	Hold	1,159	–	–	﹤0.01%	795
2022 Q4	$98.3K	Hold	1,159	–	–	﹤0.01%	818
2022 Q3	$92K	Hold	1,159	–	–	﹤0.01%	813
2022 Q2	$97K	Hold	1,159	–	–	﹤0.01%	799
2022 Q1	$117K	Hold	1,159	–	–	﹤0.01%	788
2021 Q4	$124K	Hold	1,159	–	–	﹤0.01%	779
2021 Q3	$114K	Hold	1,159	–	–	﹤0.01%	753
2021 Q2	$114K	Hold	1,159	–	–	﹤0.01%	770
2021 Q1	$106K	Hold	1,159	–	–	﹤0.01%	766
2020 Q4	$100K	Buy	+1,159	New	+$93.9K	﹤0.01%	714
2018 Q2	–	Sell	-125	Closed	-$8K	–	1303
2018 Q1	$8K	Hold	125	–	–	﹤0.01%	1082
2017 Q4	$8K	Hold	125	–	–	﹤0.01%	1064
2017 Q3	$7K	Buy	+125	New	+$7.05K	﹤0.01%	1083

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

Whittier Trust's ITOT Position: Q2 2026 in Review

Whittier Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,295 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #413.

Whittier Trust first reported a position in ITOT in Q3 2017 and has held it in 26 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Whittier Trust held 5,295 shares of iShares Core S&P Total US Stock Market ETF worth $874K as of Q2 2026.
Whittier Trust 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 Whittier Trust's portfolio in Q2 2026, its #413 holding.
Whittier Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 26 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 Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.