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

Cahill Financial 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
Q2 		$1.6M Sell
9,753
-51
-0.5% -$8.1K 0.15% 106
2026
Q1 		$1.4M Sell
9,804
-78
-0.8% -$11.6K 0.15% 104
2025
Q4 		$1.47M Sell
9,882
-47
-0.5% -$6.94K 0.16% 97
2025
Q3 		$1.45M Buy
9,929
+9
+0.1% +$1.26K 0.16% 95
2025
Q2 		$1.34M Buy
9,920
+65
+0.7% +$8.11K 0.17% 91
2025
Q1 		$1.2M Sell
9,855
-495
-5% -$63.8K 0.16% 98
2024
Q4 		$1.33M Sell
10,350
-22
-0.2% -$2.85K 0.18% 93
2024
Q3 		$1.3M Buy
10,372
+13
+0.1% +$1.57K 0.18% 90
2024
Q2 		$1.23M Buy
10,359
+11
+0.1% +$1.26K 0.17% 104
2024
Q1 		$1.19M Buy
10,348
+229
+2% +$25.1K 0.16% 108
2023
Q4 		$1.06M Sell
10,119
-128
-1% -$12.5K 0.16% 114
2023
Q3 		$965K Buy
10,247
+1,218
+13% +$120K 0.16% 120
2023
Q2 		$883K Sell
9,029
-39
-0.4% -$3.61K 0.14% 123
2023
Q1 		$821K Sell
9,068
-27
-0.3% -$2.4K 0.15% 127
2022
Q4 		$771K Buy
9,095
+17
+0.2% +$1.45K 0.15% 130
2022
Q3 		$722K Sell
9,078
-51
-0.6% -$4.51K 0.15% 130
2022
Q2 		$765K Sell
9,129
-191
-2% -$17.4K 0.16% 122
2022
Q1 		$941K Sell
9,320
-1,462
-14% -$146K 0.18% 114
2021
Q4 		$1.15M Sell
10,782
-1,033
-9% -$108K 0.22% 98
2021
Q3 		$1.16M Buy
11,815
+18
+0.2% +$1.82K 0.24% 95
2021
Q2 		$1.17M Sell
11,797
-794
-6% -$76.4K 0.26% 86
2021
Q1 		$1.15M Sell
12,591
-71
-0.6% -$6.37K 0.28% 80
2020
Q4 		$1.09M Sell
12,662
-21
-0.2% -$1.7K 0.28% 77
2020
Q3 		$957K Sell
12,683
-368
-3% -$27.5K 0.34% 67
2020
Q2 		$907K Sell
13,051
-3,535
-21% -$231K 0.35% 70
2020
Q1 		$949K Sell
16,586
-2,450
-13% -$168K 0.44% 59
2019
Q4 		$1.38M Sell
19,036
-3,616
-16% -$252K 0.5% 53
2019
Q3 		$1.52M Buy
22,652
+74
+0.3% +$4.96K 0.59% 53
2019
Q2 		$1.5M Sell
22,578
-220
-1% -$14.4K 0.6% 49
2019
Q1 		$1.47M Sell
22,798
-2,511
-10% -$156K 0.61% 50
2018
Q4 		$1.44M Buy
25,309
+127
+0.5% +$7.8K 0.72% 41
2018
Q3 		$1.68M Buy
25,182
+364
+1% +$23.9K 0.74% 38
2018
Q2 		$1.55M Sell
24,818
-45
-0.2% -$2.8K 0.72% 41
2018
Q1 		$1.5M Sell
24,863
-358
-1% -$22.4K 0.72% 41
2017
Q4 		$1.54M Sell
25,221
-1,439
-5% -$85.8K 0.77% 37
2017
Q3 		$1.54M Sell
26,660
-576
-2% -$32.5K 0.81% 36
2017
Q2 		$1.51M Sell
27,236
-911
-3% -$50K 0.84% 35
2017
Q1 		$1.52M Sell
28,147
-399
-1% -$21.3K 0.88% 34
2016
Q4 		$1.47M Buy
28,546
+2,110
+8% +$106K 0.89% 34
2016
Q3 		$1.31M Buy
26,436
+602
+2% +$29.7K 0.85% 37
2016
Q2 		$1.23M Buy
25,834
+120
+0.5% +$5.66K 0.86% 35
2016
Q1 		$1.2M Sell
25,714
-486
-2% -$21.5K 0.9% 35
2015
Q4 		$1.22M Buy
26,200
+902
+4% +$42.3K 0.99% 30
2015
Q3 		$1.11M Buy
25,298
+1,996
+9% +$92.7K 0.9% 35
2015
Q2 		$1.1M Sell
23,302
-694
-3% -$33.4K 0.82% 36
2015
Q1 		$1.14M Buy
23,996
+3,240
+16% +$153K 0.87% 34
2014
Q4 		$976K Buy
20,756
+1,864
+10% +$85.4K 0.75% 38
2014
Q3 		$849K Buy
18,892
+616
+3% +$27.8K 0.68% 43
2014
Q2 		$820K Buy
18,276
+2,740
+18% +$119K 0.64% 42
2014
Q1 		$454K Buy
15,536
+1,998
+15% +$84.1K 0.39% 59
2013
Q4 		$573K Buy
+13,538
New +$549K 0.5% 53

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Cahill Financial Advisors's ITOT Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.52% in Q2 2026, selling an estimated $8.1K and leaving 9,753 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #106.

Cahill Financial Advisors first reported a position in ITOT in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.68M in Q3 2018. 1,411 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cahill Financial Advisors held 9,753 shares of iShares Core S&P Total US Stock Market ETF worth $1.6M as of Q2 2026.
  • Cahill Financial Advisors sold 51 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Cahill Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Cahill Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.68M in Q3 2018.
  • 1,411 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.