Centerline Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Centerline Wealth Advisors's ITOT Position: Q2 2026 in Review
Centerline Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.9% in Q2 2026, selling an estimated $103K and leaving 33,782 shares worth $5.55M. The position accounts for 1.74% of the portfolio, ranked #19.
Centerline Wealth Advisors first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Centerline Wealth Advisors held 33,782 shares of iShares Core S&P Total US Stock Market ETF worth $5.55M as of Q2 2026.
- Centerline Wealth Advisors sold 648 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $103K.
- iShares Core S&P Total US Stock Market ETF made up 1.74% of Centerline Wealth Advisors's portfolio in Q2 2026, its #19 holding.
- Centerline Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 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 Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.