Cerity Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cerity Partners’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	$266M	Sell	1,864,476 -97,990	-5%	-$14.6M	0.37%	47
2025 Q4	$292M	Sell	1,962,466 -54,180	-3%	-$8M	0.43%	38
2025 Q3	$294M	Sell	2,016,646 -13,635	-0.7%	-$1.91M	0.48%	36
2025 Q2	$274M	Sell	2,030,281 -70,364	-3%	-$8.78M	0.49%	32
2025 Q1	$256M	Sell	2,100,645 -55,178	-3%	-$7.11M	0.52%	33
2024 Q4	$277M	Sell	2,155,823 -29,884	-1%	-$3.87M	0.6%	27
2024 Q3	$275M	Sell	2,185,707 -34,236	-2%	-$4.14M	0.61%	27
2024 Q2	$264M	Buy	2,219,943 +15,223	+0.7%	+$1.75M	0.69%	25
2024 Q1	$254M	Sell	2,204,720 -52,915	-2%	-$5.8M	0.67%	24
2023 Q4	$238M	Buy	2,257,635 +52,555	+2%	+$5.15M	0.78%	19
2023 Q3	$209M	Sell	2,205,080 -73,640	-3%	-$7.24M	1.01%	16
2023 Q2	$223M	Buy	2,278,720 +484,647	+27%	+$44.8M	0.87%	17
2023 Q1	$162M	Buy	1,794,073 +1,734,690	+2,921%	+$154M	0.38%	35
2022 Q4	$5.04M	Buy	59,383 +4,027	+7%	+$344K	0.03%	359
2022 Q3	$4.4M	Buy	55,356 +2,042	+4%	+$181K	0.05%	250
2022 Q2	$4.44M	Buy	53,314 +29,539	+124%	+$2.69M	0.05%	265
2022 Q1	$2.4M	Sell	23,775 -16,753	-41%	-$1.67M	0.04%	299
2021 Q4	$4.34M	Buy	40,528 +17,518	+76%	+$1.83M	0.07%	216
2021 Q3	$2.26M	Buy	23,010 +965	+4%	+$97.6K	0.05%	249
2021 Q2	$2.18M	Buy	22,045 +1,005	+5%	+$96.7K	0.05%	249
2021 Q1	$1.93M	Buy	21,040 +2,154	+11%	+$193K	0.05%	262
2020 Q4	$1.63M	Buy	18,886 +15,411	+443%	+$1.25M	0.05%	240
2020 Q3	$262K	Hold	3,475	–	–	0.01%	422
2020 Q2	$241K	Buy	+3,475	New	+$227K	0.01%	383
2019 Q2	–	Sell	-3,652	Closed	-$235K	–	537
2019 Q1	$235K	Hold	3,652	–	–	0.02%	464
2018 Q4	$207K	Sell	3,652 -632	-15%	-$38.8K	0.01%	480
2018 Q3	$285K	Hold	4,284	–	–	0.02%	429
2018 Q2	$268K	Hold	4,284	–	–	0.02%	446
2018 Q1	$259K	Hold	4,284	–	–	0.02%	464
2017 Q4	$262K	Buy	+4,284	New	+$255K	0.02%	479

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

Cerity Partners's ITOT Position: Q1 2026 in Review

Cerity Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q1 2026, selling an estimated $14.6M and leaving 1,864,476 shares worth $266M. The position accounts for 0.37% of the portfolio, ranked #47.

Cerity Partners first reported a position in ITOT in Q4 2017 and has held it in 30 quarters since. The position peaked at $294M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Cerity Partners held 1,864,476 shares of iShares Core S&P Total US Stock Market ETF worth $266M as of Q1 2026.
Cerity Partners sold 97,990 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $14.6M.
iShares Core S&P Total US Stock Market ETF made up 0.37% of Cerity Partners's portfolio in Q1 2026, its #47 holding.
Cerity Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 30 quarters since.
Cerity Partners's iShares Core S&P Total US Stock Market ETF position peaked at $294M in Q3 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.