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

Cadent Capital Advisors’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	$805K	Hold	4,839	–	–	0.17%	98
2026 Q2	$795K	Hold	4,839	–	–	0.16%	105
2026 Q1	$689K	Hold	4,839	–	–	0.18%	91
2025 Q4	$719K	Hold	4,839	–	–	0.18%	87
2025 Q3	$705K	Hold	4,839	–	–	0.19%	94
2025 Q2	$653K	Hold	4,839	–	–	0.21%	83
2025 Q1	$590K	Buy	4,839 +7	+0.1%	+$902	0.21%	70
2024 Q4	$621K	Buy	4,832 +9	+0.2%	+$1.17K	0.22%	76
2024 Q3	$606K	Buy	4,823 +9	+0.2%	+$1.09K	0.19%	74
2024 Q2	$572K	Buy	4,814 +7	+0.1%	+$803	0.23%	69
2024 Q1	$554K	Buy	4,807 +7	+0.1%	+$768	0.22%	59
2023 Q4	$505K	Buy	4,800 +22	+0.5%	+$2.16K	0.25%	56
2023 Q3	$450K	Hold	4,778	–	–	0.19%	66
2023 Q2	$468K	Buy	4,778 +7	+0.1%	+$647	0.28%	58
2023 Q1	$432K	Buy	4,771 +10	+0.2%	+$888	0.2%	67
2022 Q4	$404K	Buy	4,761 +11	+0.2%	+$939	0.2%	67
2022 Q3	$378K	Buy	4,750 +12	+0.3%	+$1.06K	0.21%	61
2022 Q2	$397K	Sell	4,738 -2,358	-33%	-$215K	0.22%	60
2022 Q1	$716K	Buy	+7,096	New	+$708K	0.33%	52

Other funds holding ITOT

SWM

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

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Cadent Capital Advisors's ITOT Position: Q3 2026 in Review

Cadent Capital Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 4,839 shares worth $805K. The position accounts for 0.17% of the portfolio, ranked #98.

Cadent Capital Advisors first reported a position in ITOT in Q1 2022 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Cadent Capital Advisors held 4,839 shares of iShares Core S&P Total US Stock Market ETF worth $805K as of Q3 2026.
Cadent Capital Advisors 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 0.17% of Cadent Capital Advisors's portfolio in Q3 2026, its #98 holding.
Cadent Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 19 quarters since.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.