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

Capital Investment 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 Q1	$1.29M	Sell	9,027 -454	-5%	-$67.5K	0.02%	305
2025 Q4	$1.41M	Sell	9,481 -104	-1%	-$15.3K	0.02%	286
2025 Q3	$1.4M	Buy	9,585 +96	+1%	+$13.5K	0.02%	290
2025 Q2	$1.28M	Buy	9,489 +947	+11%	+$118K	0.02%	292
2025 Q1	$1.04M	Buy	8,542 +1,177	+16%	+$152K	0.02%	309
2024 Q4	$947K	Buy	7,365 +2,079	+39%	+$269K	0.02%	316
2024 Q3	$664K	Buy	5,286 +267	+5%	+$32.3K	0.01%	365
2024 Q2	$596K	Sell	5,019 -708	-12%	-$81.3K	0.01%	369
2024 Q1	$660K	Buy	5,727 +1,444	+34%	+$158K	0.02%	351
2023 Q4	$451K	Buy	+4,283	New	+$420K	0.01%	396

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Capital Investment Advisors's ITOT Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.8% in Q1 2026, selling an estimated $67.5K and leaving 9,027 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #305.

Capital Investment Advisors first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Capital Investment Advisors held 9,027 shares of iShares Core S&P Total US Stock Market ETF worth $1.29M as of Q1 2026.
Capital Investment Advisors sold 454 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $67.5K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #305 holding.
Capital Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Capital Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.41M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.