Centerpoint Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42M | Buy |
16,954
+1
| +0% | +$149 | 0.79% | 20 |
|
|
2025
Q4 | $2.52M | Buy |
16,953
+711
| +4% | +$105K | 0.78% | 20 |
|
|
2025
Q3 | $2.37M | Buy |
16,242
+12
| +0.1% | +$1.68K | 0.73% | 20 |
|
|
2025
Q2 | $2.19M | Buy |
16,230
+1,267
| +8% | +$158K | 0.74% | 21 |
|
|
2025
Q1 | $1.83M | Buy |
14,963
+282
| +2% | +$36.3K | 0.67% | 21 |
|
|
2024
Q4 | $1.89M | Buy |
14,681
+504
| +4% | +$65.3K | 0.66% | 21 |
|
|
2024
Q3 | $1.78M | Sell |
14,177
-1,085
| -7% | -$131K | 0.62% | 21 |
|
|
2024
Q2 | $1.81M | Buy |
15,262
+895
| +6% | +$103K | 0.65% | 22 |
|
|
2024
Q1 | $1.66M | Buy |
14,367
+976
| +7% | +$107K | 0.62% | 24 |
|
|
2023
Q4 | $1.41M | Buy |
13,391
+1,897
| +17% | +$186K | 0.55% | 25 |
|
|
2023
Q3 | $1.08M | Sell |
11,494
-36
| -0.3% | -$3.54K | 0.46% | 29 |
|
|
2023
Q2 | $1.13M | Sell |
11,530
-511
| -4% | -$47.2K | 0.46% | 30 |
|
|
2023
Q1 | $1.09M | Buy |
12,041
+341
| +3% | +$30.3K | 0.47% | 28 |
|
|
2022
Q4 | $992K | Sell |
11,700
-246
| -2% | -$21K | 0.47% | 28 |
|
|
2022
Q3 | $950K | Buy |
11,946
+218
| +2% | +$19.3K | 0.5% | 25 |
|
|
2022
Q2 | $983K | Sell |
11,728
-1,845
| -14% | -$168K | 0.5% | 25 |
|
|
2022
Q1 | $1.37M | Sell |
13,573
-382
| -3% | -$38.1K | 0.63% | 21 |
|
|
2021
Q4 | $1.49M | Sell |
13,955
-1,702
| -11% | -$178K | 0.66% | 21 |
|
|
2021
Q3 | $1.54M | Buy |
15,657
+511
| +3% | +$51.7K | 0.73% | 20 |
|
|
2021
Q2 | $1.5M | Buy |
15,146
+122
| +0.8% | +$11.7K | 0.7% | 21 |
|
|
2021
Q1 | $1.38M | Buy |
15,024
+934
| +7% | +$83.8K | 0.81% | 19 |
|
|
2020
Q4 | $1.22M | Buy |
14,090
+72
| +0.5% | +$5.83K | 0.79% | 20 |
|
|
2020
Q3 | $1.06M | Sell |
14,018
-5,377
| -28% | -$401K | 0.8% | 21 |
|
|
2020
Q2 | $1.35M | Buy |
19,395
+292
| +2% | +$19.1K | 1.09% | 20 |
|
|
2020
Q1 | $1.09M | Sell |
19,103
-799
| -4% | -$54.8K | 1.09% | 20 |
|
|
2019
Q4 | $1.45M | Sell |
19,902
-2,069
| -9% | -$144K | 1.07% | 19 |
|
|
2019
Q3 | $1.47M | Sell |
21,971
-477
| -2% | -$32K | 1.17% | 18 |
|
|
2019
Q2 | $1.5M | Buy |
22,448
+741
| +3% | +$48.6K | 1.2% | 18 |
|
|
2019
Q1 | $1.4M | Buy |
21,707
+740
| +4% | +$45.9K | 1.19% | 18 |
|
|
2018
Q4 | $1.19M | Sell |
20,967
-1,890
| -8% | -$116K | 1.13% | 19 |
|
|
2018
Q3 | $1.52M | Sell |
22,857
-2,378
| -9% | -$156K | 1.21% | 11 |
|
|
2018
Q2 | $1.58M | Sell |
25,235
-249
| -1% | -$15.5K | 1.32% | 11 |
|
|
2018
Q1 | $1.54M | Sell |
25,484
-2,471
| -9% | -$154K | 1.34% | 11 |
|
|
2017
Q4 | $1.71M | Buy |
+27,955
| New | +$1.67M | 1.51% | 8 |
|
Other funds holding ITOT
FPAS
Centerpoint Advisors's ITOT Position: Q1 2026 in Review
Centerpoint Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q1 2026, buying an estimated $149 and bringing the position to 16,954 shares worth $2.42M. The position accounts for 0.79% of the portfolio, ranked #20.
Centerpoint Advisors first reported a position in ITOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.52M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Centerpoint Advisors held 16,954 shares of iShares Core S&P Total US Stock Market ETF worth $2.42M as of Q1 2026.
- Centerpoint Advisors bought 1 iShares Core S&P Total US Stock Market ETF share in Q1 2026, an estimated $149.
- iShares Core S&P Total US Stock Market ETF made up 0.79% of Centerpoint Advisors's portfolio in Q1 2026, its #20 holding.
- Centerpoint Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
- Centerpoint Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.52M in Q4 2025.
- 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.