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 Q2	$672M	Buy	4,090,776 +218,283	+6%	+$34.6M	7.04%	2
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Blue Trust Inc's ITOT Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.6% in Q2 2026, buying an estimated $34.6M and bringing the position to 4,090,776 shares worth $672M. The position accounts for 7.04% of the portfolio, ranked #2.

Blue Trust Inc first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Blue Trust Inc held 4,090,776 shares of iShares Core S&P Total US Stock Market ETF worth $672M as of Q2 2026.
Blue Trust Inc bought 218,283 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $34.6M.
iShares Core S&P Total US Stock Market ETF made up 7.04% of Blue Trust Inc's portfolio in Q2 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 17 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.