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

Chapman Financial Group’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 		$97.3K Hold
683
– – 0.07% 156
2025
Q4 		$102K Hold
683
– – 0.07% 154
2025
Q3 		$99.5K Buy
+683
New +$95.8K 0.07% 156

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Chapman Financial Group's ITOT Position: Q1 2026 in Review

Chapman Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 683 shares worth $97.3K. The position accounts for 0.07% of the portfolio, ranked #156.

Chapman Financial Group first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $102K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Chapman Financial Group held 683 shares of iShares Core S&P Total US Stock Market ETF worth $97.3K as of Q1 2026.
  • Chapman Financial Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Chapman Financial Group's portfolio in Q1 2026, its #156 holding.
  • Chapman Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $102K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.