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

Caldwell Sutter Capital’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 		$25.8K Hold
157
– – 0.01% 492
2026
Q1 		$22.4K Hold
157
– – 0.01% 468
2025
Q4 		$23.3K Hold
157
– – 0.01% 457
2025
Q3 		$22.9K Sell
157
-52
-25% -$7.29K 0.01% 456
2025
Q2 		$28.2K Hold
209
– – 0.01% 421
2025
Q1 		$25.5K Hold
209
– – 0.01% 434
2024
Q4 		$26.9K Hold
209
– – 0.01% 436
2024
Q3 		$26.3K Sell
209
-121
-37% -$14.6K 0.01% 447
2024
Q2 		$39.2K Sell
330
-130
-28% -$14.9K 0.02% 389
2024
Q1 		$53K Hold
460
– – 0.03% 342
2023
Q4 		$48.4K Hold
460
– – 0.02% 338
2023
Q3 		$43.3K Hold
460
– – 0.02% 337
2023
Q2 		$45K Buy
+460
New +$42.5K 0.02% 333

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Caldwell Sutter Capital's ITOT Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 157 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #492.

Caldwell Sutter Capital first reported a position in ITOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $53K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Caldwell Sutter Capital held 157 shares of iShares Core S&P Total US Stock Market ETF worth $25.8K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #492 holding.
  • Caldwell Sutter Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's iShares Core S&P Total US Stock Market ETF position peaked at $53K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.