Cahaba Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.91M | Sell |
17,712
-7
| -0% | -$1.11K | 0.18% | 30 |
|
|
2026
Q1 | $2.52M | Buy |
17,719
+6,572
| +59% | +$977K | 0.17% | 31 |
|
|
2025
Q4 | $1.66M | Sell |
11,147
-317
| -3% | -$46.8K | 0.12% | 39 |
|
|
2025
Q3 | $1.67M | Buy |
11,464
+1,586
| +16% | +$222K | 0.12% | 37 |
|
|
2025
Q2 | $1.33M | Buy |
9,878
+229
| +2% | +$28.6K | 0.1% | 41 |
|
|
2025
Q1 | $1.18M | Sell |
9,649
-85
| -0.9% | -$11K | 0.1% | 45 |
|
|
2024
Q4 | $1.25M | Sell |
9,734
-441
| -4% | -$57.1K | 0.1% | 43 |
|
|
2024
Q3 | $1.28M | Sell |
10,175
-1,621
| -14% | -$196K | 0.11% | 41 |
|
|
2024
Q2 | $1.4M | Sell |
11,796
-466
| -4% | -$53.5K | 0.12% | 38 |
|
|
2024
Q1 | $1.41M | Buy |
12,262
+132
| +1% | +$14.5K | 0.13% | 38 |
|
|
2023
Q4 | $1.28M | Buy |
12,130
+214
| +2% | +$21K | 0.13% | 40 |
|
|
2023
Q3 | $1.12M | Buy |
11,916
+75
| +0.6% | +$7.37K | 0.12% | 46 |
|
|
2023
Q2 | $1.16M | Sell |
11,841
-336
| -3% | -$31.1K | 0.13% | 44 |
|
|
2023
Q1 | $1.1M | Sell |
12,177
-139
| -1% | -$12.3K | 0.13% | 43 |
|
|
2022
Q4 | $1.04M | Sell |
12,316
-273
| -2% | -$23.3K | 0.13% | 40 |
|
|
2022
Q3 | $1M | Sell |
12,589
-174
| -1% | -$15.4K | 0.14% | 43 |
|
|
2022
Q2 | $1.07M | Sell |
12,763
-3,353
| -21% | -$305K | 0.15% | 40 |
|
|
2022
Q1 | $1.48M | Buy |
16,116
+339
| +2% | +$33.8K | 0.2% | 36 |
|
|
2021
Q4 | $1.69M | Sell |
15,777
-896
| -5% | -$93.7K | 0.22% | 33 |
|
|
2021
Q3 | $1.64M | Sell |
16,673
-4,329
| -21% | -$438K | 0.24% | 32 |
|
|
2021
Q2 | $2.11M | Sell |
21,002
-20,607
| -50% | -$1.98M | 0.33% | 25 |
|
|
2021
Q1 | $3.81M | Sell |
41,609
-1,143
| -3% | -$103K | 0.59% | 22 |
|
|
2020
Q4 | $3.81M | Buy |
42,752
+300
| +0.7% | +$24.3K | 0.63% | 21 |
|
|
2020
Q3 | $3.2M | Sell |
42,452
-308
| -0.7% | -$23K | 0.63% | 21 |
|
|
2020
Q2 | $3.13M | Buy |
42,760
+2,834
| +7% | +$185K | 0.65% | 20 |
|
|
2020
Q1 | $2.28M | Buy |
39,926
+2,684
| +7% | +$184K | 0.58% | 21 |
|
|
2019
Q4 | $2.71M | Buy |
37,242
+592
| +2% | +$41.2K | 0.6% | 17 |
|
|
2019
Q3 | $2.46M | Buy |
36,650
+189
| +0.5% | +$12.7K | 0.59% | 19 |
|
|
2019
Q2 | $2.43M | Buy |
36,461
+597
| +2% | +$39.1K | 0.61% | 18 |
|
|
2019
Q1 | $2.31M | Buy |
35,864
+1,129
| +3% | +$70K | 0.62% | 19 |
|
|
2018
Q4 | $1.97M | Buy |
34,735
+273
| +0.8% | +$16.8K | 0.61% | 22 |
|
|
2018
Q3 | $2.3M | Buy |
34,462
+1,249
| +4% | +$81.8K | 0.75% | 17 |
|
|
2018
Q2 | $2.14M | Sell |
33,213
-2,537
| -7% | -$158K | 0.74% | 18 |
|
|
2018
Q1 | $2.11M | Sell |
35,750
-5,784
| -14% | -$361K | 0.83% | 18 |
|
|
2017
Q4 | $2.54M | Buy |
41,534
+2,718
| +7% | +$162K | 1.03% | 19 |
|
|
2017
Q3 | $2.24M | Buy |
+38,816
| New | +$2.19M | 1.03% | 18 |
|
Other funds holding ITOT
FPAS
Cahaba Wealth Management's ITOT Position: Q2 2026 in Review
Cahaba Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.04% in Q2 2026, selling an estimated $1.11K and leaving 17,712 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #30.
Cahaba Wealth Management first reported a position in ITOT in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.81M in Q1 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Cahaba Wealth Management held 17,712 shares of iShares Core S&P Total US Stock Market ETF worth $2.91M as of Q2 2026.
- Cahaba Wealth Management sold 7 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.11K.
- iShares Core S&P Total US Stock Market ETF made up 0.18% of Cahaba Wealth Management's portfolio in Q2 2026, its #30 holding.
- Cahaba Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
- Cahaba Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.81M in Q1 2021.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.