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 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 $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

Cardinal Strategic Wealth Guidance's ITOT Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 89% in Q1 2026, selling an estimated $8.33K and leaving 7 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #63.

Cardinal Strategic Wealth Guidance first reported a position in ITOT in Q1 2022 and has held it in 13 quarters since. The position peaked at $14.4K in Q3 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Cardinal Strategic Wealth Guidance held 7 shares of iShares Core S&P Total US Stock Market ETF worth $998 as of Q1 2026.
Cardinal Strategic Wealth Guidance sold 56 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $8.33K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #63 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
Cardinal Strategic Wealth Guidance's iShares Core S&P Total US Stock Market ETF position peaked at $14.4K in Q3 2023.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.