Cary Street Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.05M Buy
12,497
+2,611
+26% +$414K 0.04% 357
2026
Q1
$1.41M Buy
9,886
+35
+0.4% +$5.2K 0.03% 377
2025
Q4
$1.46M Buy
+9,851
New +$1.45M 0.04% 372

Other funds holding ITOT

Cary Street Partners's ITOT Position: Q2 2026 in Review

Cary Street Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 26% in Q2 2026, buying an estimated $414K and bringing the position to 12,497 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #357.

Cary Street Partners first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cary Street Partners held 12,497 shares of iShares Core S&P Total US Stock Market ETF worth $2.05M as of Q2 2026.
  • Cary Street Partners bought 2,611 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $414K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #357 holding.
  • Cary Street Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 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's 13F filing for Q2 2026, filed 17 Jul 2026.