Winthrop Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Winthrop Advisory Group’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 Q3	$174M	Buy	1,048,904 +23,098	+2%	+$3.84M	10.81%	1
2026 Q2	$169M	Buy	1,025,806 +57,491	+6%	+$9.13M	11.35%	1
2026 Q1	$138M	Buy	968,315 +50,003	+5%	+$7.44M	11.27%	1
2025 Q4	$137M	Buy	918,312 +17,865	+2%	+$2.64M	11.57%	1
2025 Q3	$131M	Buy	900,447 +35,636	+4%	+$5M	11.47%	1
2025 Q2	$117M	Buy	864,811 +49,091	+6%	+$6.13M	11.27%	1
2025 Q1	$100M	Buy	815,720 +664	+0.1%	+$85.6K	11.96%	1
2024 Q4	$105M	Buy	815,056 +30,862	+4%	+$4M	12.58%	1
2024 Q3	$98.5M	Buy	784,194 +24,743	+3%	+$3M	12.18%	2
2024 Q2	$90.2M	Buy	759,451 +43,722	+6%	+$5.02M	12.26%	1
2024 Q1	$82.5M	Buy	715,729 +34,392	+5%	+$3.77M	11.94%	1
2023 Q4	$71.7M	Buy	681,337 +48,742	+8%	+$4.78M	11.2%	2
2023 Q3	$59.9M	Buy	632,595 +56,821	+10%	+$5.58M	9.83%	4
2023 Q2	$56.3M	Buy	575,774 +54,527	+10%	+$5.04M	9.03%	4
2023 Q1	$47.2M	Buy	521,247 +21,203	+4%	+$1.88M	8.33%	4
2022 Q4	$42.4M	Buy	500,044 +10,438	+2%	+$891K	8.04%	4
2022 Q3	$38.9M	Sell	489,606 -6,592	-1%	-$583K	8.34%	4
2022 Q2	$41.6M	Sell	496,198 -6,946	-1%	-$633K	9.76%	3
2022 Q1	$50.8M	Buy	503,144 +25,846	+5%	+$2.58M	10.59%	3
2021 Q4	$51.1M	Buy	477,298 +31,802	+7%	+$3.32M	10.26%	3
2021 Q3	$43.8M	Buy	445,496 +28,400	+7%	+$2.87M	9.76%	3
2021 Q2	$41.2M	Buy	417,096 +60,893	+17%	+$5.86M	9.27%	3
2021 Q1	$32.6M	Buy	356,203 +86,433	+32%	+$7.75M	8.04%	4
2020 Q4	$23.3M	Buy	269,770 +47,242	+21%	+$3.83M	6.08%	5
2020 Q3	$16.9M	Buy	222,528 +38,549	+21%	+$2.88M	5.18%	6
2020 Q2	$12.8M	Buy	183,979 +6,551	+4%	+$428K	4.54%	6
2020 Q1	$10.2M	Sell	177,428 -32,675	-16%	-$2.24M	4.06%	7
2019 Q4	$15.3M	Buy	210,103 +21,302	+11%	+$1.48M	5.5%	5
2019 Q3	$12.7M	Buy	188,801 +20,212	+12%	+$1.35M	5.01%	6
2019 Q2	$11.2M	Buy	168,589 +159,092	+1,675%	+$10.4M	4.7%	6
2019 Q1	$616K	Buy	+9,497	New	+$589K	0.27%	44

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Winthrop Advisory Group's ITOT Position: Q3 2026 in Review

Winthrop Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.3% in Q3 2026, buying an estimated $3.84M and bringing the position to 1,048,904 shares worth $174M. The position accounts for 10.81% of the portfolio, ranked #1.

Winthrop Advisory Group first reported a position in ITOT in Q1 2019 and has held it in 31 quarters since. 1,499 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Winthrop Advisory Group held 1,048,904 shares of iShares Core S&P Total US Stock Market ETF worth $174M as of Q3 2026.
Winthrop Advisory Group bought 23,098 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $3.84M.
iShares Core S&P Total US Stock Market ETF made up 10.81% of Winthrop Advisory Group's portfolio in Q3 2026, its #1 holding.
Winthrop Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
1,499 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.