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Chesley Taft & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Chesley Taft & Associates’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 		$1.11M Buy
6,758
+218
+3% +$34.6K 0.04% 213
2026
Q1 		$931K Sell
6,540
-224
-3% -$33.3K 0.04% 224
2025
Q4 		$1.01M Buy
6,764
+41
+0.6% +$6.05K 0.04% 220
2025
Q3 		$979K Buy
6,723
+224
+3% +$31.4K 0.04% 212
2025
Q2 		$878K Buy
6,499
+32
+0.5% +$3.99K 0.04% 218
2025
Q1 		$789K Buy
6,467
+573
+10% +$73.9K 0.04% 224
2024
Q4 		$758K Buy
5,894
+230
+4% +$29.8K 0.04% 225
2024
Q3 		$712K Hold
5,664
– – 0.03% 227
2024
Q2 		$673K Buy
5,664
+227
+4% +$26.1K 0.03% 222
2024
Q1 		$627K Buy
5,437
+1,500
+38% +$165K 0.03% 223
2023
Q4 		$414K Hold
3,937
– – 0.02% 256
2023
Q3 		$371K Buy
3,937
+1
+0% +$98 0.02% 250
2023
Q2 		$385K Sell
3,936
-224
-5% -$20.7K 0.02% 246
2023
Q1 		$377K Hold
4,160
– – 0.02% 245
2022
Q4 		$353K Buy
4,160
+650
+19% +$55.5K 0.02% 245
2022
Q3 		$279K Buy
3,510
+5
+0.1% +$442 0.02% 255
2022
Q2 		$294K Buy
3,505
+4
+0.1% +$364 0.02% 258
2022
Q1 		$342K Buy
3,501
+6
+0.2% +$598 0.02% 259
2021
Q4 		$374K Hold
3,495
– – 0.02% 256
2021
Q3 		$344K Hold
3,495
– – 0.02% 259
2021
Q2 		$345K Hold
3,495
– – 0.02% 257
2021
Q1 		$328K Buy
3,495
+200
+6% +$17.9K 0.02% 259
2020
Q4 		$284K Buy
3,295
+75
+2% +$6.08K 0.02% 259
2020
Q3 		$243K Hold
3,220
– – 0.02% 247
2020
Q2 		$224K Buy
+3,220
New +$210K 0.02% 246

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Chesley Taft & Associates's ITOT Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, buying an estimated $34.6K and bringing the position to 6,758 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #213.

Chesley Taft & Associates first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Chesley Taft & Associates held 6,758 shares of iShares Core S&P Total US Stock Market ETF worth $1.11M as of Q2 2026.
  • Chesley Taft & Associates bought 218 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $34.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #213 holding.
  • Chesley Taft & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 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 Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.