CGC Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CGC Financial 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
2025 Q3	–	Sell	-12	Closed	-$1.64K	–	347
2025 Q2	$1.64K	Hold	12	–	–	﹤0.01%	282
2025 Q1	$1.48K	Hold	12	–	–	﹤0.01%	278
2024 Q4	$1.56K	Hold	12	–	–	﹤0.01%	288
2024 Q3	$1.52K	Hold	12	–	–	﹤0.01%	286
2024 Q2	$1.44K	Hold	12	–	–	﹤0.01%	287
2024 Q1	$1.4K	Hold	12	–	–	﹤0.01%	292
2023 Q4	$1.28K	Hold	12	–	–	﹤0.01%	308
2023 Q3	$1.14K	Hold	12	–	–	﹤0.01%	266
2023 Q2	$1.19K	Buy	+12	New	+$1.11K	﹤0.01%	284

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

CGC Financial Services's ITOT Position: Q3 2025 in Review

CGC Financial Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 12 shares — an estimated $1.64K sold.

CGC Financial Services first reported a position in ITOT in Q2 2023 and held it in 9 quarters. The position peaked at $1.64K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

CGC Financial Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
CGC Financial Services sold 12 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $1.64K.
CGC Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and held it in 9 quarters.
CGC Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $1.64K in Q2 2025.
1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on CGC Financial Services's 13F filing for Q3 2025, filed 24 Oct 2025.