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 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

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

Chapin Davis's ITOT Position: Q2 2026 in Review

Chapin Davis increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.59% in Q2 2026, buying an estimated $5.24K and bringing the position to 5,628 shares worth $925K. The position accounts for 0.16% of the portfolio, ranked #99.

Chapin Davis first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Chapin Davis held 5,628 shares of iShares Core S&P Total US Stock Market ETF worth $925K as of Q2 2026.
Chapin Davis bought 33 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.24K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Chapin Davis's portfolio in Q2 2026, its #99 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 15 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.