Cedarwood Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Cedarwood Wealth's ITOT Position: Q2 2026 in Review
Cedarwood Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.77% in Q2 2026, selling an estimated $3.02K and leaving 2,452 shares worth $403K. The position accounts for 0.3% of the portfolio, ranked #56.
Cedarwood Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,707 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Cedarwood Wealth held 2,452 shares of iShares Core S&P Total US Stock Market ETF worth $403K as of Q2 2026.
- Cedarwood Wealth sold 19 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.02K.
- iShares Core S&P Total US Stock Market ETF made up 0.3% of Cedarwood Wealth's portfolio in Q2 2026, its #56 holding.
- Cedarwood Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,707 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.