CPIG
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Chicago Partners Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Chicago Partners Investment Group’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 		$15.5M Sell
96,010
-589
-0.6% -$93.5K 0.31% 68
2026
Q1 		$15.1M Buy
96,599
+6,537
+7% +$972K 0.34% 62
2025
Q4 		$13.6M Buy
90,062
+4,977
+6% +$735K 0.34% 62
2025
Q3 		$12.8M Sell
85,085
-6,573
-7% -$922K 0.33% 62
2025
Q2 		$12.7M Buy
91,658
+140
+0.2% +$17.5K 0.37% 59
2025
Q1 		$11.2M Buy
91,518
+44,273
+94% +$5.71M 0.37% 62
2024
Q4 		$6.12M Sell
47,245
-896
-2% -$116K 0.2% 103
2024
Q3 		$6.09M Sell
48,141
-1,254
-3% -$152K 0.22% 95
2024
Q2 		$5.89M Sell
49,395
-5,045
-9% -$579K 0.23% 93
2024
Q1 		$6.05M Sell
54,440
-233
-0.4% -$25.6K 0.26% 86
2023
Q4 		$5.84M Sell
54,673
-1,828
-3% -$179K 0.27% 85
2023
Q3 		$5.21M Buy
56,501
+5,216
+10% +$513K 0.28% 79
2023
Q2 		$5.11M Sell
51,285
-932
-2% -$86.2K 0.27% 87
2023
Q1 		$4.75M Buy
52,217
+1,458
+3% +$129K 0.28% 85
2022
Q4 		$4.7M Buy
50,759
+2,723
+6% +$232K 0.29% 78
2022
Q3 		$4.06M Buy
48,036
+5,698
+13% +$504K 0.29% 77
2022
Q2 		$3.88M Buy
42,338
+823
+2% +$75K 0.28% 82
2022
Q1 		$3.61M Sell
41,515
-2,222
-5% -$222K 0.28% 81
2021
Q4 		$4.31M Buy
43,737
+8,662
+25% +$905K 0.31% 70
2021
Q3 		$3.73M Buy
35,075
+13,848
+65% +$1.4M 0.26% 78
2021
Q2 		$2.15M Buy
21,227
+953
+5% +$91.7K 0.16% 126
2021
Q1 		$1.96M Buy
20,274
+2,431
+14% +$218K 0.16% 121
2020
Q4 		$1.59M Buy
17,843
+5,740
+47% +$465K 0.15% 126
2020
Q3 		$923K Buy
12,103
+2,144
+22% +$160K 0.11% 148
2020
Q2 		$725K Buy
9,959
+5,557
+126% +$363K 0.09% 173
2020
Q1 		$280K Sell
4,402
-29,578
-87% -$2.03M 0.04% 262
2019
Q4 		$2.54M Buy
33,980
+3,119
+10% +$217K 0.31% 57
2019
Q3 		$2.1M Buy
30,861
+295
+1% +$19.8K 0.3% 60
2019
Q2 		$2.07M Hold
30,566
– – 0.3% 61
2019
Q1 		$2.02M Sell
30,566
-23,789
-44% -$1.48M 0.3% 61
2018
Q4 		$3.21M Buy
54,355
+54,301
+100,557% +$3.34M 0.48% 51
2018
Q3 		$3K Hold
54
– – ﹤0.01% 972
2018
Q2 		$3K Buy
54
+7
+15% +$435 ﹤0.01% 898
2018
Q1 		$3K Hold
47
– – ﹤0.01% 879
2017
Q4 		$3K Buy
47
+1
+2% +$60 ﹤0.01% 837
2017
Q3 		$3K Hold
46
– – ﹤0.01% 910
2017
Q2 		$3K Buy
+46
New +$2.52K ﹤0.01% 616

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Chicago Partners Investment Group's ITOT Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.61% in Q2 2026, selling an estimated $93.5K and leaving 96,010 shares worth $15.5M. The position accounts for 0.31% of the portfolio, ranked #68.

Chicago Partners Investment Group first reported a position in ITOT in Q2 2017 and has held it in 37 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Chicago Partners Investment Group held 96,010 shares of iShares Core S&P Total US Stock Market ETF worth $15.5M as of Q2 2026.
  • Chicago Partners Investment Group sold 589 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $93.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.31% of Chicago Partners Investment Group's portfolio in Q2 2026, its #68 holding.
  • Chicago Partners Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 37 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.