Cardinal Strategic Wealth Guidance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cardinal Strategic Wealth Guidance’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	–	Sell	-7	Closed	-$998	–	71
2026 Q1	$998	Sell	7 -56	-89%	-$8.33K	﹤0.01%	63
2025 Q4	$9.37K	Hold	63	–	–	﹤0.01%	59
2025 Q3	$9.18K	Sell	63 -25	-28%	-$3.51K	﹤0.01%	58
2025 Q2	$11.9K	Hold	88	–	–	﹤0.01%	60
2025 Q1	$10.7K	Hold	88	–	–	﹤0.01%	61
2024 Q4	$11.3K	Buy	+88	New	+$11.4K	﹤0.01%	77
2023 Q4	–	Sell	-153	Closed	-$14.4K	–	81
2023 Q3	$14.4K	Buy	153 +124	+428%	+$12.2K	0.01%	78
2023 Q2	$2.84K	Hold	29	–	–	﹤0.01%	76
2023 Q1	$2.63K	Hold	29	–	–	﹤0.01%	80
2022 Q4	$2.46K	Buy	29 +4	+16%	+$341	﹤0.01%	82
2022 Q3	$2K	Buy	25 +6	+32%	+$531	﹤0.01%	77
2022 Q2	$2K	Buy	19 +7	+58%	+$638	﹤0.01%	89
2022 Q1	$1K	Buy	+12	New	+$1.2K	﹤0.01%	90

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance's ITOT Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 7 shares — an estimated $998 sold.

Cardinal Strategic Wealth Guidance first reported a position in ITOT in Q1 2022 and held it in 13 quarters. The position peaked at $14.4K in Q3 2023. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cardinal Strategic Wealth Guidance reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 7 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $998.
Cardinal Strategic Wealth Guidance first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 13 quarters.
Cardinal Strategic Wealth Guidance's iShares Core S&P Total US Stock Market ETF position peaked at $14.4K in Q3 2023.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.