BTI
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Blue Trust Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Blue Trust Inc’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
Q1 		$552M Sell
3,872,493
-31,491
-0.8% -$4.68M 6.31% 2
2025
Q4 		$580M Sell
3,903,984
-54,944
-1% -$8.11M 6.56% 2
2025
Q3 		$577M Buy
3,958,928
+23,022
+0.6% +$3.23M 6.47% 1
2025
Q2 		$532M Buy
3,935,906
+153,582
+4% +$19.2M 6.27% 2
2025
Q1 		$461M Buy
3,782,324
+100,456
+3% +$12.9M 5.91% 2
2024
Q4 		$474M Buy
3,681,868
+63,682
+2% +$8.25M 6.06% 3
2024
Q3 		$430M Buy
3,618,186
+78,783
+2% +$9.54M 5.61% 5
2024
Q2 		$408M Sell
3,539,403
-13,869
-0.4% -$1.59M 5.6% 5
2024
Q1 		$410M Sell
3,553,272
-46,797
-1% -$5.13M 5.77% 5
2023
Q4 		$339M Sell
3,600,069
-9,219
-0.3% -$903K 5.44% 7
2023
Q3 		$353M Sell
3,609,288
-7,884
-0.2% -$775K 5.39% 6
2023
Q2 		$328M Sell
3,617,172
-75,792
-2% -$7.01M 5.2% 5
2023
Q1 		$313M Buy
3,692,964
+127,673
+4% +$11.3M 5.14% 4
2022
Q4 		$284M Buy
3,565,291
+195,753
+6% +$16.7M 5.07% 5
2022
Q3 		$282M Sell
3,369,538
-16,970
-0.5% -$1.5M 4.96% 6
2022
Q2 		$342M Buy
+3,386,508
New +$309M 5.32% 6

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Blue Trust Inc's ITOT Position: Q1 2026 in Review

Blue Trust Inc reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.81% in Q1 2026, selling an estimated $4.68M and leaving 3,872,493 shares worth $552M. The position accounts for 6.31% of the portfolio, ranked #2.

Blue Trust Inc first reported a position in ITOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $580M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Blue Trust Inc held 3,872,493 shares of iShares Core S&P Total US Stock Market ETF worth $552M as of Q1 2026.
  • Blue Trust Inc sold 31,491 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.68M.
  • iShares Core S&P Total US Stock Market ETF made up 6.31% of Blue Trust Inc's portfolio in Q1 2026, its #2 holding.
  • Blue Trust Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's iShares Core S&P Total US Stock Market ETF position peaked at $580M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.