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Charter Oak Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Charter Oak Capital Management’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 		$876K Sell
6,149
-81
-1% -$12K 0.07% 91
2025
Q4 		$926K Sell
6,230
-1
-0% -$148 0.07% 91
2025
Q3 		$908K Sell
6,231
-148
-2% -$20.8K 0.07% 90
2025
Q2 		$861K Sell
6,379
-26
-0.4% -$3.24K 0.07% 86
2025
Q1 		$781K Buy
6,405
+193
+3% +$24.9K 0.07% 86
2024
Q4 		$799K Sell
6,212
-77
-1% -$9.97K 0.07% 83
2024
Q3 		$790K Buy
6,289
+350
+6% +$42.4K 0.07% 82
2024
Q2 		$705K Sell
5,939
-395
-6% -$45.3K 0.07% 81
2024
Q1 		$730K Sell
6,334
-1,278
-17% -$140K 0.08% 85
2023
Q4 		$801K Buy
7,612
+127
+2% +$12.4K 0.1% 75
2023
Q3 		$705K Buy
7,485
+97
+1% +$9.53K 0.09% 78
2023
Q2 		$723K Sell
7,388
-1
-0% -$92 0.09% 81
2023
Q1 		$669K Sell
7,389
-21
-0.3% -$1.86K 0.09% 85
2022
Q4 		$628K Buy
7,410
+214
+3% +$18.3K 0.09% 89
2022
Q3 		$572K Sell
7,196
-1,254
-15% -$111K 0.09% 89
2022
Q2 		$708K Buy
8,450
+486
+6% +$44.3K 0.1% 91
2022
Q1 		$804K Buy
7,964
+331
+4% +$33K 0.1% 85
2021
Q4 		$817K Buy
7,633
+930
+14% +$97.2K 0.1% 88
2021
Q3 		$659K Sell
6,703
-928
-12% -$93.8K 0.08% 102
2021
Q2 		$754K Buy
7,631
+118
+2% +$11.3K 0.1% 89
2021
Q1 		$688K Buy
7,513
+12
+0.2% +$1.08K 0.1% 93
2020
Q4 		$647K Buy
+7,501
New +$608K 0.1% 95

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

Charter Oak Capital Management's ITOT Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, selling an estimated $12K and leaving 6,149 shares worth $876K. The position accounts for 0.07% of the portfolio, ranked #91.

Charter Oak Capital Management first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $926K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Charter Oak Capital Management held 6,149 shares of iShares Core S&P Total US Stock Market ETF worth $876K as of Q1 2026.
  • Charter Oak Capital Management sold 81 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $12K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Charter Oak Capital Management's portfolio in Q1 2026, its #91 holding.
  • Charter Oak Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $926K 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 Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.