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Capstone Wealth Management (Alabama)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Capstone Wealth Management (Alabama)’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 		$446K Sell
2,717
-50
-2% -$7.94K 0.21% 65
2026
Q1 		$394K Sell
2,767
-29
-1% -$4.31K 0.27% 37
2025
Q4 		$416K Sell
2,796
-33
-1% -$4.87K 0.3% 36
2025
Q3 		$412K Sell
2,829
-210
-7% -$29.4K 0.32% 34
2025
Q2 		$410K Sell
3,039
-4,099
-57% -$511K 0.36% 31
2025
Q1 		$871K Buy
7,138
+3
+0% +$387 0.87% 17
2024
Q4 		$918K Buy
+7,135
New +$924K 0.9% 16

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s ITOT Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, selling an estimated $7.94K and leaving 2,717 shares worth $446K. The position accounts for 0.21% of the portfolio, ranked #65.

Capstone Wealth Management (Alabama) first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $918K in Q4 2024. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 2,717 shares of iShares Core S&P Total US Stock Market ETF worth $446K as of Q2 2026.
  • Capstone Wealth Management (Alabama) sold 50 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.94K.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #65 holding.
  • Capstone Wealth Management (Alabama) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management (Alabama)'s iShares Core S&P Total US Stock Market ETF position peaked at $918K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.