Cadence Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cadence Wealth Management's ITOT Position: Q2 2026 in Review

Cadence Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 20% in Q2 2026, buying an estimated $186K and bringing the position to 6,895 shares worth $1.13M. The position accounts for 0.51% of the portfolio, ranked #27.

Cadence Wealth Management first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

• Cadence Wealth Management held 6,895 shares of iShares Core S&P Total US Stock Market ETF worth $1.13M as of Q2 2026.
• Cadence Wealth Management bought 1,173 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $186K.
• iShares Core S&P Total US Stock Market ETF made up 0.51% of Cadence Wealth Management's portfolio in Q2 2026, its #27 holding.
• Cadence Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
• 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.