FCIM
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Fairview Capital Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fairview Capital Investment 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 		$4.74M Sell
33,290
-425
-1% -$63.2K 0.26% 59
2025
Q4 		$5.01M Sell
33,715
-25
-0.1% -$3.69K 0.26% 56
2025
Q3 		$4.91M Sell
33,740
-310
-0.9% -$43.5K 0.25% 57
2025
Q2 		$4.6M Hold
34,050
– – 0.24% 59
2025
Q1 		$4.15M Sell
34,050
-15,985
-32% -$2.06M 0.22% 59
2024
Q4 		$6.44M Sell
50,035
-910
-2% -$118K 0.33% 48
2024
Q3 		$6.4M Sell
50,945
-195
-0.4% -$23.6K 0.35% 48
2024
Q2 		$6.07M Sell
51,140
-100
-0.2% -$11.5K 0.34% 49
2024
Q1 		$5.91M Sell
51,240
-9,385
-15% -$1.03M 0.33% 48
2023
Q4 		$6.38M Buy
60,625
+1,305
+2% +$128K 0.38% 47
2023
Q3 		$5.59M Sell
59,320
-165
-0.3% -$16.2K 0.36% 48
2023
Q2 		$5.82M Sell
59,485
-300
-0.5% -$27.7K 0.37% 45
2023
Q1 		$5.41M Sell
59,785
-30,635
-34% -$2.72M 0.35% 47
2022
Q4 		$7.67M Buy
90,420
+54,160
+149% +$4.62M 0.52% 40
2022
Q3 		$2.88M Hold
36,260
– – 0.21% 60
2022
Q2 		$3.04M Sell
36,260
-100
-0.3% -$9.11K 0.21% 61
2022
Q1 		$3.67M Buy
36,360
+30
+0.1% +$2.99K 0.23% 56
2021
Q4 		$3.89M Sell
36,330
-25
-0.1% -$2.61K 0.25% 54
2021
Q3 		$3.58M Sell
36,355
-120
-0.3% -$12.1K 0.24% 54
2021
Q2 		$3.6M Buy
36,475
+75
+0.2% +$7.21K 0.25% 54
2021
Q1 		$3.33M Sell
36,400
-50
-0.1% -$4.49K 0.12% 85
2020
Q4 		$3.14M Hold
36,450
– – 0.13% 75
2020
Q3 		$2.75M Sell
36,450
-25
-0.1% -$1.87K 0.13% 73
2020
Q2 		$2.53M Buy
36,475
+27,425
+303% +$1.79M 0.12% 70
2020
Q1 		$517K Buy
9,050
+5,765
+175% +$396K 0.03% 99
2019
Q4 		$238K Hold
3,285
– – 0.01% 131
2019
Q3 		$220K Buy
3,285
+200
+6% +$13.4K 0.01% 135
2019
Q2 		$205K Buy
+3,085
New +$202K 0.01% 139
2018
Q4 		– Sell
-3,585
Closed -$239K – 142
2018
Q3 		$239K Buy
3,585
+225
+7% +$14.7K 0.01% 132
2018
Q2 		$210K Buy
+3,360
New +$209K 0.01% 132

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

Fairview Capital Investment Management's ITOT Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, selling an estimated $63.2K and leaving 33,290 shares worth $4.74M. The position accounts for 0.26% of the portfolio, ranked #59.

Fairview Capital Investment Management first reported a position in ITOT in Q2 2018 and has held it in 30 quarters since. The position peaked at $7.67M in Q4 2022. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Fairview Capital Investment Management held 33,290 shares of iShares Core S&P Total US Stock Market ETF worth $4.74M as of Q1 2026.
  • Fairview Capital Investment Management sold 425 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $63.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.26% of Fairview Capital Investment Management's portfolio in Q1 2026, its #59 holding.
  • Fairview Capital Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 30 quarters since.
  • Fairview Capital Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $7.67M in Q4 2022.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.