Chevy Chase Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Chevy Chase Trust’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	$267K	Hold	1,625	–	–	﹤0.01%	629
2026 Q1	$231K	Hold	1,625	–	–	﹤0.01%	630
2025 Q4	$242K	Hold	1,625	–	–	﹤0.01%	622
2025 Q3	$237K	Hold	1,625	–	–	﹤0.01%	619
2025 Q2	$219K	Buy	+1,625	New	+$203K	﹤0.01%	626
2020 Q1	–	Sell	-1,235	Closed	-$90K	–	811
2019 Q4	$90K	Buy	+1,235	New	+$85.9K	﹤0.01%	737
2019 Q1	–	Sell	-4,542	Closed	-$258K	–	683
2018 Q4	$258K	Sell	4,542 -12,263	-73%	-$753K	﹤0.01%	637
2018 Q3	$1.12M	Buy	+16,805	New	+$1.1M	﹤0.01%	567
2017 Q4	–	Sell	-3,692	Closed	-$213K	–	692
2017 Q3	$213K	Hold	3,692	–	–	﹤0.01%	644
2017 Q2	$205K	Sell	3,692 -150	-4%	-$8.23K	﹤0.01%	640
2017 Q1	$208K	Buy	+3,842	New	+$205K	﹤0.01%	632
2016 Q2	–	Sell	-6,930	Closed	-$323K	–	662
2016 Q1	$323K	Sell	6,930 -4,700	-40%	-$207K	﹤0.01%	598
2015 Q4	$540K	Buy	+11,630	New	+$545K	﹤0.01%	586
2015 Q2	–	Sell	-4,360	Closed	-$207K	–	681
2015 Q1	$207K	Buy	+4,360	New	+$206K	﹤0.01%	645

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

Chevy Chase Trust's ITOT Position: Q2 2026 in Review

Chevy Chase Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,625 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Chevy Chase Trust first reported a position in ITOT in Q1 2015 and has held it in 14 quarters since. The position peaked at $1.12M in Q3 2018. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Chevy Chase Trust held 1,625 shares of iShares Core S&P Total US Stock Market ETF worth $267K as of Q2 2026.
Chevy Chase Trust left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #629 holding.
Chevy Chase Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and has held it in 14 quarters since.
Chevy Chase Trust's iShares Core S&P Total US Stock Market ETF position peaked at $1.12M in Q3 2018.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.