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

Childress Capital 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	$509K	Hold	3,100	–	–	0.08%	172
2026 Q1	$442K	Hold	3,100	–	–	0.08%	175
2025 Q4	$461K	Hold	3,100	–	–	0.07%	192
2025 Q3	$452K	Hold	3,100	–	–	0.08%	166
2025 Q2	$419K	Buy	3,100 +100	+3%	+$12.5K	0.11%	139
2025 Q1	$366K	Hold	3,000	–	–	0.11%	138
2024 Q4	$386K	Hold	3,000	–	–	0.11%	128
2024 Q3	$377K	Hold	3,000	–	–	0.1%	142
2024 Q2	$356K	Hold	3,000	–	–	0.1%	136
2024 Q1	$346K	Hold	3,000	–	–	0.1%	131
2023 Q4	$316K	Hold	3,000	–	–	0.09%	135
2023 Q3	$283K	Hold	3,000	–	–	0.09%	132
2023 Q2	$294K	Hold	3,000	–	–	0.12%	62
2023 Q1	$272K	Sell	3,000 -600	-17%	-$53.3K	0.12%	70
2022 Q4	$305K	Hold	3,600	–	–	0.1%	131
2022 Q3	$286K	Hold	3,600	–	–	0.11%	126
2022 Q2	$302K	Hold	3,600	–	–	0.12%	120
2022 Q1	$363K	Hold	3,600	–	–	0.13%	121
2021 Q4	$385K	Hold	3,600	–	–	0.16%	110
2021 Q3	$354K	Sell	3,600 -500	-12%	-$50.6K	0.14%	126
2021 Q2	$404K	Hold	4,100	–	–	0.18%	95
2021 Q1	$375K	Buy	+4,100	New	+$368K	0.17%	112

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Childress Capital Advisors's ITOT Position: Q2 2026 in Review

Childress Capital Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,100 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #172.

Childress Capital Advisors first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Childress Capital Advisors held 3,100 shares of iShares Core S&P Total US Stock Market ETF worth $509K as of Q2 2026.
Childress Capital Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Childress Capital Advisors's portfolio in Q2 2026, its #172 holding.
Childress Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.