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	–	162
2022 Q2	$2.85M	Buy	+34,014	New	+$3.1M	0.44%	44
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 14 quarters since. 1,719 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 14 quarters since.
1,719 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.