CD
ITOT icon

Chapin Davis’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Chapin Davis’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
Q3 		$928K Sell
5,579
-49
-0.9% -$8.15K 0.18% 92
2026
Q2 		$925K Buy
5,628
+33
+0.6% +$5.24K 0.16% 99
2026
Q1 		$797K Buy
5,595
+56
+1% +$8.33K 0.18% 111
2025
Q4 		$824K Sell
5,539
-24
-0.4% -$3.54K 0.19% 104
2025
Q3 		$810K Buy
5,563
+585
+12% +$82K 0.2% 103
2025
Q2 		$672K Buy
4,978
+5
+0.1% +$624 0.19% 113
2025
Q1 		$607K Buy
4,973
+355
+8% +$45.8K 0.21% 105
2024
Q4 		$580K Hold
4,618
– – 0.19% 117
2024
Q3 		$580K Buy
4,618
+420
+10% +$50.8K 0.19% 118
2024
Q2 		$499K Sell
4,198
-56
-1% -$6.43K 0.17% 128
2024
Q1 		$490K Sell
4,254
-171
-4% -$18.8K 0.18% 129
2023
Q4 		$466K Sell
4,425
-234
-5% -$22.9K 0.2% 123
2023
Q3 		$439K Buy
4,659
+136
+3% +$13.4K 0.21% 117
2023
Q2 		$443K Buy
4,523
+96
+2% +$8.88K 0.21% 122
2023
Q1 		$401K Buy
4,427
+454
+11% +$40.3K 0.21% 122
2022
Q4 		$337K Buy
+3,973
New +$339K 0.2% 128

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Chapin Davis's ITOT Position: Q3 2026 in Review

Chapin Davis reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.87% in Q3 2026, selling an estimated $8.15K and leaving 5,579 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #92.

Chapin Davis first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. 94 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Chapin Davis held 5,579 shares of iShares Core S&P Total US Stock Market ETF worth $928K as of Q3 2026.
  • Chapin Davis sold 49 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $8.15K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of Chapin Davis's portfolio in Q3 2026, its #92 holding.
  • Chapin Davis first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.