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

Cascade Financial Partners’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	$2.94M	Hold	17,902	–	–	0.26%	70
2026 Q1	$2.55M	Buy	17,902 +2	+0%	+$297	0.26%	70
2025 Q4	$2.66M	Sell	17,900 -1,595	-8%	-$235K	0.27%	67
2025 Q3	$2.84M	Buy	19,495 +24	+0.1%	+$3.37K	0.33%	64
2025 Q2	$2.63M	Buy	19,471 +12	+0.1%	+$1.5K	0.32%	63
2025 Q1	$2.37M	Hold	19,459	–	–	0.3%	66
2024 Q4	$2.5M	Buy	19,459 +657	+3%	+$85.1K	0.33%	58
2024 Q3	$2.4M	Sell	18,802 -323	-2%	-$39.1K	0.3%	59
2024 Q2	$2.27M	Sell	19,125 -15	-0.1%	-$1.72K	0.3%	59
2024 Q1	$2.15M	Buy	+19,140	New	+$2.1M	0.31%	56

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

Cascade Financial Partners's ITOT Position: Q2 2026 in Review

Cascade Financial Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 17,902 shares worth $2.94M. The position accounts for 0.26% of the portfolio, ranked #70.

Cascade Financial Partners first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cascade Financial Partners held 17,902 shares of iShares Core S&P Total US Stock Market ETF worth $2.94M as of Q2 2026.
Cascade Financial Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.26% of Cascade Financial Partners's portfolio in Q2 2026, its #70 holding.
Cascade Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 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 Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.