Cadia Private Client’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Cadia Private Client's ITOT Position: Q2 2026 in Review
Cadia Private Client reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.8% in Q2 2026, selling an estimated $980K and leaving 56,729 shares worth $9.32M. The position accounts for 6.69% of the portfolio, ranked #4.
Cadia Private Client first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $10M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Cadia Private Client held 56,729 shares of iShares Core S&P Total US Stock Market ETF worth $9.32M as of Q2 2026.
- Cadia Private Client sold 6,176 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $980K.
- iShares Core S&P Total US Stock Market ETF made up 6.69% of Cadia Private Client's portfolio in Q2 2026, its #4 holding.
- Cadia Private Client first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- Cadia Private Client's iShares Core S&P Total US Stock Market ETF position peaked at $10M in Q4 2025.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.