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

Cherrydale 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
Q2 		$29.7M Buy
180,880
+161
+0.1% +$25.6K 7.77% 3
2026
Q1 		$25.7M Sell
180,719
-4,678
-3% -$696K 7.95% 3
2025
Q4 		$27.6M Buy
185,397
+863
+0.5% +$127K 8.37% 3
2025
Q3 		$26.9M Buy
184,534
+550
+0.3% +$77.1K 8.44% 3
2025
Q2 		$24.8M Sell
183,984
-11,359
-6% -$1.42M 8.64% 3
2025
Q1 		$23.8M Buy
195,343
+14,199
+8% +$1.83M 9.42% 3
2024
Q4 		$23.3M Buy
181,144
+2,069
+1% +$268K 9.01% 3
2024
Q3 		$22.5M Buy
179,075
+6,603
+4% +$799K 9.2% 3
2024
Q2 		$20.5M Sell
172,472
-2,728
-2% -$313K 8.98% 3
2024
Q1 		$20.2M Sell
175,200
-5,690
-3% -$624K 9.45% 3
2023
Q4 		$19M Buy
180,890
+3,209
+2% +$314K 9.93% 3
2023
Q3 		$16.7M Buy
177,681
+38,570
+28% +$3.79M 9.96% 3
2023
Q2 		$13.6M Sell
139,111
-5,482
-4% -$507K 9.5% 4
2023
Q1 		$13.1M Buy
144,593
+2,742
+2% +$243K 9.92% 4
2022
Q4 		$12M Buy
141,851
+38,508
+37% +$3.29M 9.96% 3
2022
Q3 		$8.22M Buy
103,343
+27,736
+37% +$2.45M 7.59% 4
2022
Q2 		$6.33M Buy
+75,607
New +$6.89M 5.81% 7

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Cherrydale Wealth Management's ITOT Position: Q2 2026 in Review

Cherrydale Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, buying an estimated $25.6K and bringing the position to 180,880 shares worth $29.7M. The position accounts for 7.77% of the portfolio, ranked #3.

Cherrydale Wealth Management first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cherrydale Wealth Management held 180,880 shares of iShares Core S&P Total US Stock Market ETF worth $29.7M as of Q2 2026.
  • Cherrydale Wealth Management bought 161 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Core S&P Total US Stock Market ETF made up 7.77% of Cherrydale Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Cherrydale Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.