CCWM
ITOT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Cassaday & Co Wealth Management's ITOT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q1 2026, selling an estimated $17.2K and leaving 3,845 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #203.

Cassaday & Co Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $589K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,845 shares of iShares Core S&P Total US Stock Market ETF worth $548K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 116 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $17.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #203 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 8 quarters since.
  • Cassaday & Co Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $589K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.