CBIZ Investment Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CBIZ Investment Advisory Services’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	$71.2K	Hold	500	–	–	﹤0.01%	74
2025 Q4	$74.3K	Hold	500	–	–	﹤0.01%	109
2025 Q3	$72.8K	Hold	500	–	–	﹤0.01%	97
2025 Q2	$67.5K	Hold	500	–	–	﹤0.01%	104
2025 Q1	$61K	Hold	500	–	–	﹤0.01%	102
2024 Q4	$64.3K	Hold	500	–	–	﹤0.01%	98
2024 Q3	$62.8K	Hold	500	–	–	﹤0.01%	97
2024 Q2	$59.4K	Hold	500	–	–	﹤0.01%	97
2024 Q1	$57.6K	Buy	+500	New	+$54.8K	﹤0.01%	93

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CBIZ Investment Advisory Services's ITOT Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 500 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #74.

CBIZ Investment Advisory Services first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $74.3K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

CBIZ Investment Advisory Services held 500 shares of iShares Core S&P Total US Stock Market ETF worth $71.2K as of Q1 2026.
CBIZ Investment Advisory Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #74 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $74.3K in Q4 2025.
1,615 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.