Centennial Wealth Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Centennial Wealth Advisory’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	–	Sell	-12,751	Closed	-$1.9M	–	171
2025 Q4	$1.9M	Sell	12,751 -1,133	-8%	-$167K	0.5%	38
2025 Q3	$2.02M	Sell	13,884 -5,630	-29%	-$790K	0.56%	35
2025 Q2	$2.6M	Buy	+19,514	New	+$2.44M	0.83%	24
2022 Q4	–	Sell	-22,283	Closed	-$1.77M	–	122
2022 Q3	$1.77M	Sell	22,283 -141,460	-86%	-$12.5M	1.04%	23
2022 Q2	$13.7M	Buy	+163,743	New	+$14.9M	7.69%	1
2022 Q1	–	Sell	-67,605	Closed	-$7.23M	–	109
2021 Q4	$7.23M	Buy	+67,605	New	+$7.07M	4.09%	6

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

Centennial Wealth Advisory's ITOT Position: Q1 2026 in Review

Centennial Wealth Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 12,751 shares — an estimated $1.9M sold.

Centennial Wealth Advisory first reported a position in ITOT in Q4 2021 and held it in 6 quarters. The position peaked at $13.7M in Q2 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Centennial Wealth Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Centennial Wealth Advisory sold 12,751 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.9M.
Centennial Wealth Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 6 quarters.
Centennial Wealth Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $13.7M in Q2 2022.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Centennial Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.