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

Capital Investment Advisory Services’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 		$589K Sell
3,583
-42
-1% -$6.67K 0.04% 415
2026
Q1 		$516K Sell
3,625
-2
-0.1% -$297 0.04% 385
2025
Q4 		$539K Buy
3,627
+1
+0% +$148 0.04% 370
2025
Q3 		$528K Sell
3,626
-99
-3% -$13.9K 0.04% 350
2025
Q2 		$503K Sell
3,725
-120
-3% -$15K 0.04% 346
2025
Q1 		$469K Buy
3,845
+164
+4% +$21.1K 0.04% 338
2024
Q4 		$473K Sell
3,681
-80
-2% -$10.4K 0.05% 297
2024
Q3 		$472K Sell
3,761
-46
-1% -$5.57K 0.04% 309
2024
Q2 		$452K Hold
3,807
– – 0.05% 304
2024
Q1 		$439K Buy
3,807
+61
+2% +$6.69K 0.05% 326
2023
Q4 		$394K Sell
3,746
-488
-12% -$47.8K 0.04% 347
2023
Q3 		$399K Buy
4,234
+680
+19% +$66.8K 0.04% 327
2023
Q2 		$348K Sell
3,554
-223
-6% -$20.6K 0.03% 341
2023
Q1 		$342K Sell
3,777
-90
-2% -$7.99K 0.04% 334
2022
Q4 		$328K Sell
3,867
-30
-0.8% -$2.56K 0.04% 349
2022
Q3 		$310K Sell
3,897
-65
-2% -$5.75K 0.04% 347
2022
Q2 		$332K Sell
3,962
-881
-18% -$80.3K 0.04% 340
2022
Q1 		$489K Buy
4,843
+973
+25% +$97K 0.05% 288
2021
Q4 		$414K Buy
3,870
+90
+2% +$9.41K 0.05% 310
2021
Q3 		$372K Buy
3,780
+621
+20% +$62.8K 0.05% 318
2021
Q2 		$312K Buy
3,159
+208
+7% +$20K 0.04% 365
2021
Q1 		$270K Sell
2,951
-1,119
-27% -$100K 0.04% 358
2020
Q4 		$351K Buy
4,070
+1,550
+62% +$126K 0.05% 305
2020
Q3 		$190K Buy
2,520
+2,420
+2,420% +$181K 0.04% 369
2020
Q2 		$7K Sell
100
-204
-67% -$13.3K ﹤0.01% 499
2020
Q1 		$17K Hold
304
– – ﹤0.01% 443
2019
Q4 		$22K Buy
+304
New +$21.2K 0.01% 436
2019
Q1 		– Sell
-140
Closed -$8K – 1242
2018
Q4 		$8K Buy
+140
New +$8.6K ﹤0.01% 849

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Capital Investment Advisory Services's ITOT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $6.67K and leaving 3,583 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #415.

Capital Investment Advisory Services first reported a position in ITOT in Q4 2018 and has held it in 28 quarters since. 1,481 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Capital Investment Advisory Services held 3,583 shares of iShares Core S&P Total US Stock Market ETF worth $589K as of Q2 2026.
  • Capital Investment Advisory Services sold 42 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.67K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #415 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,481 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.