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Blue Fin Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Blue Fin Capital’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 		$6.04M Buy
36,793
+2,728
+8% +$433K 0.87% 26
2026
Q1 		$4.85M Buy
34,065
+4,981
+17% +$741K 0.8% 26
2025
Q4 		$4.32M Buy
29,084
+3,548
+14% +$524K 0.67% 31
2025
Q3 		$3.72M Buy
25,536
+3,838
+18% +$538K 0.58% 35
2025
Q2 		$2.93M Buy
21,698
+6,081
+39% +$759K 0.5% 41
2025
Q1 		$1.91M Buy
15,617
+1,507
+11% +$194K 0.37% 50
2024
Q4 		$1.81M Buy
14,110
+61
+0.4% +$7.9K 0.33% 52
2024
Q3 		$1.76M Buy
14,049
+381
+3% +$46.1K 0.34% 53
2024
Q2 		$1.62M Buy
13,668
+1,684
+14% +$193K 0.32% 56
2024
Q1 		$1.38M Sell
11,984
-29
-0.2% -$3.18K 0.31% 58
2023
Q4 		$1.26M Buy
12,013
+9
+0.1% +$882 0.32% 62
2023
Q3 		$1.13M Sell
12,004
-3,579
-23% -$352K 0.33% 64
2023
Q2 		$1.52M Buy
15,583
+1,212
+8% +$112K 0.44% 52
2023
Q1 		$1.28M Buy
14,371
+1,302
+10% +$116K 0.41% 56
2022
Q4 		$1.11M Buy
13,069
+724
+6% +$61.8K 0.41% 60
2022
Q3 		$981K Buy
12,345
+84
+0.7% +$7.43K 0.37% 59
2022
Q2 		$1.03M Sell
12,261
-223
-2% -$20.3K 0.36% 62
2022
Q1 		$1.26M Buy
12,484
+897
+8% +$89.4K 0.37% 60
2021
Q4 		$1.24M Buy
11,587
+724
+7% +$75.7K 0.34% 62
2021
Q3 		$1.07M Buy
10,863
+1,130
+12% +$114K 0.33% 64
2021
Q2 		$961K Buy
9,733
+3,223
+50% +$310K 0.3% 68
2021
Q1 		$596K Buy
6,510
+169
+3% +$15.2K 0.2% 75
2020
Q4 		$546K Buy
6,341
+1,088
+21% +$88.1K 0.2% 79
2020
Q3 		$396K Buy
5,253
+720
+16% +$53.7K 0.16% 85
2020
Q2 		$314K Buy
4,533
+883
+24% +$57.7K 0.14% 92
2020
Q1 		$208K Buy
3,650
+295
+9% +$20.2K 0.11% 107
2019
Q4 		$243K Buy
+3,355
New +$233K 0.11% 119

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blue Fin Capital's ITOT Position: Q2 2026 in Review

Blue Fin Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8% in Q2 2026, buying an estimated $433K and bringing the position to 36,793 shares worth $6.04M. The position accounts for 0.87% of the portfolio, ranked #26.

Blue Fin Capital first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,018 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Blue Fin Capital held 36,793 shares of iShares Core S&P Total US Stock Market ETF worth $6.04M as of Q2 2026.
  • Blue Fin Capital bought 2,728 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $433K.
  • iShares Core S&P Total US Stock Market ETF made up 0.87% of Blue Fin Capital's portfolio in Q2 2026, its #26 holding.
  • Blue Fin Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.