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

Cardiff Park 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 		$2.75M Sell
16,763
-12
-0.1% -$1.91K 0.21% 65
2026
Q1 		$2.39M Buy
16,775
+33
+0.2% +$4.91K 0.19% 71
2025
Q4 		$2.49M Sell
16,742
-44
-0.3% -$6.49K 0.2% 62
2025
Q3 		$2.44M Buy
16,786
+92
+0.6% +$12.9K 0.19% 65
2025
Q2 		$2.25M Buy
16,694
+44
+0.3% +$5.49K 0.19% 64
2025
Q1 		$2.03M Buy
16,650
+43
+0.3% +$5.54K 0.2% 65
2024
Q4 		$2.14M Sell
16,607
-28
-0.2% -$3.63K 0.2% 62
2024
Q3 		$2.09M Buy
16,635
+154
+0.9% +$18.6K 0.19% 62
2024
Q2 		$1.96M Buy
16,481
+41
+0.2% +$4.71K 0.19% 67
2024
Q1 		$1.9M Buy
16,440
+28
+0.2% +$3.07K 0.18% 70
2023
Q4 		$1.73M Buy
16,412
+1,424
+10% +$140K 0.19% 65
2023
Q3 		$1.41M Sell
14,988
-4,872
-25% -$479K 0.18% 65
2023
Q2 		$1.94M Sell
19,860
-15
-0.1% -$1.39K 0.24% 56
2023
Q1 		$1.8M Buy
19,875
+1,374
+7% +$122K 0.24% 57
2022
Q4 		$1.57M Sell
18,501
-21,400
-54% -$1.83M 0.22% 61
2022
Q3 		$3.17M Buy
39,901
+333
+0.8% +$29.4K 0.5% 36
2022
Q2 		$3.31M Buy
39,568
+39,368
+19,684% +$3.59M 0.5% 37
2022
Q1 		$20K Buy
+200
New +$19.9K ﹤0.01% 296

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

Cardiff Park Advisors's ITOT Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, selling an estimated $1.91K and leaving 16,763 shares worth $2.75M. The position accounts for 0.21% of the portfolio, ranked #65.

Cardiff Park Advisors first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.31M in Q2 2022. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cardiff Park Advisors held 16,763 shares of iShares Core S&P Total US Stock Market ETF worth $2.75M as of Q2 2026.
  • Cardiff Park Advisors sold 12 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.91K.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of Cardiff Park Advisors's portfolio in Q2 2026, its #65 holding.
  • Cardiff Park Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Cardiff Park Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.31M in Q2 2022.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.