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CFS Investment Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CFS Investment Advisory Services’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
Q2 		$5.63M Sell
34,408
-202
-0.6% -$32.1K 0.38% 62
2026
Q1 		$5.39M Sell
34,610
-149
-0.4% -$22.2K 0.37% 66
2025
Q4 		$5.17M Buy
34,759
+145
+0.4% +$21.4K 0.38% 65
2025
Q3 		$5.13M Sell
34,614
-244
-0.7% -$34.2K 0.38% 62
2025
Q2 		$4.71M Sell
34,858
-605
-2% -$75.5K 0.39% 62
2025
Q1 		$4.33M Buy
35,463
+4,977
+16% +$641K 0.39% 59
2024
Q4 		$3.92M Buy
30,486
+664
+2% +$86K 0.35% 63
2024
Q3 		$3.75M Buy
29,822
+1,581
+6% +$191K 0.31% 62
2024
Q2 		$3.35M Buy
+28,241
New +$3.24M 0.27% 68
2023
Q3 		– Sell
-29,288
Closed -$2.87M – 197
2023
Q2 		$2.87M Buy
+29,288
New +$2.71M 0.37% 49
2022
Q3 		– Sell
-34,014
Closed -$2.85M – 295
2022
Q2 		$2.85M Sell
34,014
-4,076,667
-99% -$371M 0.44% 44
2022
Q1 		$41K Buy
4,110,681
+4,068,882
+9,734% +$406M 0.18% 68
2021
Q4 		$4.19M Sell
41,799
-2,036
-5% -$213K 0.56% 35
2021
Q3 		$4.3M Buy
+43,835
New +$4.43M 0.59% 33
2020
Q4 		$3.9M Buy
+45,267
New +$3.67M 0.62% 31

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS Investment Advisory Services's ITOT Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.58% in Q2 2026, selling an estimated $32.1K and leaving 34,408 shares worth $5.63M. The position accounts for 0.38% of the portfolio, ranked #62.

CFS Investment Advisory Services first reported a position in ITOT in Q4 2020 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • CFS Investment Advisory Services held 34,408 shares of iShares Core S&P Total US Stock Market ETF worth $5.63M as of Q2 2026.
  • CFS Investment Advisory Services sold 202 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.38% of CFS Investment Advisory Services's portfolio in Q2 2026, its #62 holding.
  • CFS Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 15 quarters since.
  • 520 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.