Blueprint Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Blueprint Financial Advisors’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	$5.88M	Buy	41,262 +4,976	+14%	+$740K	0.87%	25
2025 Q4	$5.4M	Buy	36,286 +3,670	+11%	+$542K	0.82%	26
2025 Q3	$4.75M	Buy	32,616 +12,624	+63%	+$1.77M	1.03%	31
2025 Q2	$2.7M	Buy	+19,992	New	+$2.49M	0.87%	36

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Blueprint Financial Advisors's ITOT Position: Q1 2026 in Review

Blueprint Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, buying an estimated $740K and bringing the position to 41,262 shares worth $5.88M. The position accounts for 0.87% of the portfolio, ranked #25.

Blueprint Financial Advisors first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Blueprint Financial Advisors held 41,262 shares of iShares Core S&P Total US Stock Market ETF worth $5.88M as of Q1 2026.
Blueprint Financial Advisors bought 4,976 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $740K.
iShares Core S&P Total US Stock Market ETF made up 0.87% of Blueprint Financial Advisors's portfolio in Q1 2026, its #25 holding.
Blueprint Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.