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 Q3	$861K	Sell	5,176 -176	-3%	-$29.3K	0.07%	190
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

CGN Advisors's ITOT Position: Q3 2026 in Review

CGN Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q3 2026, selling an estimated $29.3K and leaving 5,176 shares worth $861K. The position accounts for 0.07% of the portfolio, ranked #190.

CGN Advisors first reported a position in ITOT in Q2 2023 and has held it in 14 quarters since. The position peaked at $879K in Q2 2026. 1,093 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

CGN Advisors held 5,176 shares of iShares Core S&P Total US Stock Market ETF worth $861K as of Q3 2026.
CGN Advisors sold 176 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $29.3K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of CGN Advisors's portfolio in Q3 2026, its #190 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 14 quarters since.
CGN Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $879K in Q2 2026.
1,093 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.