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

Blueprint 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 Q1	$5.9M	Buy	41,397 +5,870	+17%	+$873K	0.6%	31
2025 Q4	$5.28M	Buy	35,527 +3,669	+12%	+$541K	0.57%	37
2025 Q3	$4.64M	Buy	31,858 +12,634	+66%	+$1.77M	0.65%	41
2025 Q2	$2.6M	Buy	+19,224	New	+$2.4M	0.46%	53
2025 Q1	–	Sell	-10,678	Closed	-$1.37M	–	149
2024 Q4	$1.37M	Sell	10,678 -2,008	-16%	-$260K	0.22%	67
2024 Q3	$1.59M	Sell	12,686 -2,264	-15%	-$274K	0.29%	49
2024 Q2	$1.78M	Sell	14,950 -1,623	-10%	-$186K	0.38%	41
2024 Q1	$1.91M	Sell	16,573 -2,492	-13%	-$273K	0.38%	43
2023 Q4	$2.01M	Buy	19,065 +207	+1%	+$20.3K	0.55%	35
2023 Q3	$1.78M	Buy	18,858 +2,846	+18%	+$280K	0.57%	31
2023 Q2	$1.57M	Buy	16,012 +10,373	+184%	+$959K	0.56%	32
2023 Q1	$511K	Sell	5,639 -5,709	-50%	-$507K	0.12%	123
2022 Q4	$962K	Buy	11,348 +9,637	+563%	+$822K	0.2%	82
2022 Q3	$136K	Sell	1,711 -6,794	-80%	-$601K	0.04%	144
2022 Q2	$713K	Sell	8,505 -70,816	-89%	-$6.45M	0.19%	76
2022 Q1	$8.01M	Buy	79,321 +11,894	+18%	+$1.19M	2.06%	12
2021 Q4	$7.21M	Buy	67,427 +8,142	+14%	+$851K	1.77%	12
2021 Q3	$5.83M	Buy	59,285 +39,699	+203%	+$4.01M	2.91%	8
2021 Q2	$1.93M	Sell	19,586 -2,337	-11%	-$225K	1.55%	14
2021 Q1	$2.01M	Buy	21,923 +21,896	+81,096%	+$1.96M	1.56%	15
2020 Q4	$2.3K	Sell	27 -26,647	-100%	-$2.16M	1.86%	15
2020 Q3	$2.3M	Sell	26,674 -70,318	-72%	-$5.25M	1.82%	15
2020 Q2	$6.74M	Buy	96,992 +82,154	+554%	+$5.37M	4.29%	7
2020 Q1	$849K	Buy	+14,838	New	+$1.02M	0.86%	21

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 Investment Partners's ITOT Position: Q1 2026 in Review

Blueprint Investment Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q1 2026, buying an estimated $873K and bringing the position to 41,397 shares worth $5.9M. The position accounts for 0.6% of the portfolio, ranked #31.

Blueprint Investment Partners first reported a position in ITOT in Q1 2020 and has held it in 24 quarters since. The position peaked at $8.01M in Q1 2022. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Blueprint Investment Partners held 41,397 shares of iShares Core S&P Total US Stock Market ETF worth $5.9M as of Q1 2026.
Blueprint Investment Partners bought 5,870 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $873K.
iShares Core S&P Total US Stock Market ETF made up 0.6% of Blueprint Investment Partners's portfolio in Q1 2026, its #31 holding.
Blueprint Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 24 quarters since.
Blueprint Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $8.01M in Q1 2022.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.