WCM
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Winebrenner Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Winebrenner Capital Management’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 		$214K Buy
+1,304
New +$207K 0.13% 136
2025
Q1 		– Sell
-2,608
Closed -$335K – 129
2024
Q4 		$335K Buy
+2,608
New +$338K 0.26% 94

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Winebrenner Capital Management's ITOT Position: Q2 2026 in Review

Winebrenner Capital Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,304 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #136 among its holdings. This is a return to the name: Winebrenner Capital Management previously reported a position in ITOT as recently as Q4 2024.

Winebrenner Capital Management first reported a position in ITOT in Q4 2024 and has held it in 2 quarters since. The position peaked at $335K in Q4 2024. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Winebrenner Capital Management held 1,304 shares of iShares Core S&P Total US Stock Market ETF worth $214K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Winebrenner Capital Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Winebrenner Capital Management's portfolio in Q2 2026, its #136 holding.
  • Winebrenner Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
  • Winebrenner Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $335K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.