Cary Street Partners Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Cary Street Partners Investment Advisory's ITOT Position: Q2 2026 in Review
Cary Street Partners Investment Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q2 2026, selling an estimated $6.51K and leaving 778 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #462.
Cary Street Partners Investment Advisory first reported a position in ITOT in Q4 2022 and has held it in 7 quarters since. The position peaked at $261K in Q3 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Cary Street Partners Investment Advisory held 778 shares of iShares Core S&P Total US Stock Market ETF worth $128K as of Q2 2026.
- Cary Street Partners Investment Advisory sold 41 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.51K.
- iShares Core S&P Total US Stock Market ETF made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #462 holding.
- Cary Street Partners Investment Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 7 quarters since.
- Cary Street Partners Investment Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $261K in Q3 2023.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.