Winch Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Winch Advisory Services's ITOT Position: Q2 2026 in Review
Winch Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.24% in Q2 2026, buying an estimated $159 and bringing the position to 416 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #172.
Winch Advisory Services first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Winch Advisory Services held 416 shares of iShares Core S&P Total US Stock Market ETF worth $68.3K as of Q2 2026.
- Winch Advisory Services bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
- iShares Core S&P Total US Stock Market ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #172 holding.
- Winch Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
- 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.