3Chopt Investment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

3Chopt Investment Partners’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	$164K	Hold	1,000	–	–	0.03%	252
2026 Q1	$142K	Hold	1,000	–	–	0.03%	221
2025 Q4	$149K	Hold	1,000	–	–	0.03%	216
2025 Q3	$146K	Hold	1,000	–	–	0.03%	219
2025 Q2	$135K	Hold	1,000	–	–	0.03%	216
2025 Q1	$122K	Buy	+1,000	New	+$129K	0.03%	212
2023 Q1	–	Sell	-1,000	Closed	-$84.8K	–	202
2022 Q4	$84.8K	Buy	+1,000	New	+$85.3K	0.05%	173

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

3Chopt Investment Partners's ITOT Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,000 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #252.

3Chopt Investment Partners first reported a position in ITOT in Q4 2022 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

3Chopt Investment Partners held 1,000 shares of iShares Core S&P Total US Stock Market ETF worth $164K as of Q2 2026.
3Chopt Investment Partners 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 0.03% of 3Chopt Investment Partners's portfolio in Q2 2026, its #252 holding.
3Chopt Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 7 quarters since.
1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.