Castleview Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Castleview Partners's ITOT Position: Q2 2026 in Review
Castleview Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 12,233 shares worth $2.01M. The stake represents 0.88% of the portfolio and ranks #22 among its holdings. This is a return to the name: Castleview Partners previously reported a position in ITOT as recently as Q4 2024.
Castleview Partners first reported a position in ITOT in Q2 2021 and has held it in 9 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Castleview Partners held 12,233 shares of iShares Core S&P Total US Stock Market ETF worth $2.01M as of Q2 2026.
- iShares Core S&P Total US Stock Market ETF was a new Castleview Partners position in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.88% of Castleview Partners's portfolio in Q2 2026, its #22 holding.
- Castleview Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 9 quarters since.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.