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

Chicago Capital’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 Q3	$1.66M	Hold	9,962	–	–	0.04%	151
2026 Q2	$1.64M	Buy	9,962 +2	+0%	+$317	0.04%	158
2026 Q1	$1.42M	Sell	9,960 -14	-0.1%	-$2.08K	0.04%	167
2025 Q4	$1.48M	Sell	9,974 -38	-0.4%	-$5.61K	0.04%	168
2025 Q3	$1.46M	Buy	10,012 +278	+3%	+$39K	0.04%	162
2025 Q2	$1.31M	Buy	9,734 +316	+3%	+$39.4K	0.03%	164
2025 Q1	$1.15M	Hold	9,418	–	–	0.03%	163
2024 Q4	$1.21M	Hold	9,418	–	–	0.03%	153
2024 Q3	$1.18M	Hold	9,418	–	–	0.03%	148
2024 Q2	$1.12M	Hold	9,418	–	–	0.03%	155
2024 Q1	$1.09M	Buy	+9,418	New	+$1.03M	0.03%	153

Other funds holding ITOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Chicago Capital's ITOT Position: Q3 2026 in Review

Chicago Capital held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 9,962 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #151.

Chicago Capital first reported a position in ITOT in Q1 2024 and has held it in 11 quarters since. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Chicago Capital held 9,962 shares of iShares Core S&P Total US Stock Market ETF worth $1.66M as of Q3 2026.
Chicago Capital left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Chicago Capital's portfolio in Q3 2026, its #151 holding.
Chicago Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.