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CGN Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CGN Advisors’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 		$879K Sell
5,352
-198
-4% -$31.4K 0.06% 191
2026
Q1 		$790K Buy
5,550
+148
+3% +$22K 0.06% 196
2025
Q4 		$803K Sell
5,402
-161
-3% -$23.8K 0.06% 195
2025
Q3 		$810K Sell
5,563
-42
-0.7% -$5.89K 0.07% 188
2025
Q2 		$757K Buy
5,605
+36
+0.6% +$4.49K 0.07% 186
2025
Q1 		$679K Sell
5,569
-483
-8% -$62.3K 0.07% 192
2024
Q4 		$778K Sell
6,052
-198
-3% -$25.6K 0.08% 180
2024
Q3 		$785K Buy
6,250
+2,698
+76% +$327K 0.08% 174
2024
Q2 		$422K Buy
3,552
+731
+26% +$83.9K 0.05% 205
2024
Q1 		$325K Sell
2,821
-57
-2% -$6.25K 0.04% 214
2023
Q4 		$303K Sell
2,878
-49
-2% -$4.8K 0.04% 217
2023
Q3 		$276K Buy
2,927
+531
+22% +$52.2K 0.04% 225
2023
Q2 		$234K Buy
+2,396
New +$222K 0.03% 214

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

CGN Advisors's ITOT Position: Q2 2026 in Review

CGN Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.6% in Q2 2026, selling an estimated $31.4K and leaving 5,352 shares worth $879K. The position accounts for 0.06% of the portfolio, ranked #191.

CGN Advisors first reported a position in ITOT in Q2 2023 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • CGN Advisors held 5,352 shares of iShares Core S&P Total US Stock Market ETF worth $879K as of Q2 2026.
  • CGN Advisors sold 198 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $31.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of CGN Advisors's portfolio in Q2 2026, its #191 holding.
  • CGN Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.