CTWM
ITOT icon

Cherry Tree Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cherry Tree Wealth Management’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
Q1 		$2.26M Sell
15,877
-620
-4% -$92.2K 0.48% 47
2025
Q4 		$2.45M Sell
16,497
-186
-1% -$27.4K 0.52% 47
2025
Q3 		$2.43M Sell
16,683
-76
-0.5% -$10.7K 0.53% 47
2025
Q2 		$2.26M Buy
16,759
+93
+0.6% +$11.6K 0.53% 46
2025
Q1 		$2.03M Sell
16,666
-185
-1% -$23.8K 0.49% 47
2024
Q4 		$2.17M Sell
16,851
-227
-1% -$29.4K 0.54% 43
2024
Q3 		$2.15M Sell
17,078
-183
-1% -$22.2K 0.51% 44
2024
Q2 		$2.05M Buy
17,261
+111
+0.6% +$12.7K 0.52% 44
2024
Q1 		$1.98M Sell
17,150
-32
-0.2% -$3.51K 0.5% 44
2023
Q4 		$1.81M Sell
17,182
-279
-2% -$27.3K 0.48% 44
2023
Q3 		$1.64M Buy
17,461
+927
+6% +$91.1K 0.48% 38
2023
Q2 		$1.62M Buy
+16,534
New +$1.53M 0.47% 38

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Cherry Tree Wealth Management's ITOT Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.8% in Q1 2026, selling an estimated $92.2K and leaving 15,877 shares worth $2.26M. The position accounts for 0.48% of the portfolio, ranked #47.

Cherry Tree Wealth Management first reported a position in ITOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.45M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Cherry Tree Wealth Management held 15,877 shares of iShares Core S&P Total US Stock Market ETF worth $2.26M as of Q1 2026.
  • Cherry Tree Wealth Management sold 620 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $92.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.48% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.45M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.