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Winter & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Winter & Associates’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 		$1.04M Sell
6,311
-1,448
-19% -$230K 0.78% 24
2026
Q1 		$1.12M Sell
7,759
-353
-4% -$52.5K 0.98% 28
2025
Q4 		$1.21M Buy
+8,112
New +$1.2M 1.11% 25

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Winter & Associates's ITOT Position: Q2 2026 in Review

Winter & Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 19% in Q2 2026, selling an estimated $230K and leaving 6,311 shares worth $1.04M. The position accounts for 0.78% of the portfolio, ranked #24.

Winter & Associates first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Winter & Associates held 6,311 shares of iShares Core S&P Total US Stock Market ETF worth $1.04M as of Q2 2026.
  • Winter & Associates sold 1,448 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $230K.
  • iShares Core S&P Total US Stock Market ETF made up 0.78% of Winter & Associates's portfolio in Q2 2026, its #24 holding.
  • Winter & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $1.21M in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.