Cassaday & Co Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cassaday & Co Wealth Management’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	$589K	Sell	3,584 -261	-7%	-$41.4K	0.01%	210
2026 Q1	$548K	Sell	3,845 -116	-3%	-$17.2K	0.01%	203
2025 Q4	$589K	Buy	3,961 +906	+30%	+$134K	0.01%	200
2025 Q3	$445K	Buy	3,055 +9	+0.3%	+$1.26K	0.01%	228
2025 Q2	$411K	Buy	3,046 +1,001	+49%	+$125K	0.01%	228
2025 Q1	$250K	Buy	2,045 +44	+2%	+$5.67K	0.01%	283
2024 Q4	$257K	Sell	2,001 -215	-10%	-$27.8K	0.01%	274
2024 Q3	$278K	Buy	2,216 +215	+11%	+$26K	0.01%	257
2024 Q2	$238K	Buy	+2,001	New	+$230K	0.01%	259

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

Cassaday & Co Wealth Management's ITOT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.8% in Q2 2026, selling an estimated $41.4K and leaving 3,584 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #210.

Cassaday & Co Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $589K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cassaday & Co Wealth Management held 3,584 shares of iShares Core S&P Total US Stock Market ETF worth $589K as of Q2 2026.
Cassaday & Co Wealth Management sold 261 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $41.4K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #210 holding.
Cassaday & Co Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Cassaday & Co Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $589K in Q4 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.