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Commonwealth Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Commonwealth Financial Services’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 		$327K Hold
1,989
– – 0.04% 199
2026
Q1 		$283K Hold
1,989
– – 0.04% 186
2025
Q4 		$296K Hold
1,989
– – 0.05% 166
2025
Q3 		$290K Buy
1,989
+49
+3% +$6.87K 0.05% 168
2025
Q2 		$262K Buy
1,940
+79
+4% +$9.86K 0.05% 171
2025
Q1 		$227K Hold
1,861
– – 0.05% 178
2024
Q4 		$239K Hold
1,861
– – 0.05% 171
2024
Q3 		$232K Hold
1,861
– – 0.05% 177
2024
Q2 		$225K Buy
+1,861
New +$214K 0.05% 175

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Commonwealth Financial Services's ITOT Position: Q2 2026 in Review

Commonwealth Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,989 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #199.

Commonwealth Financial Services first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Commonwealth Financial Services held 1,989 shares of iShares Core S&P Total US Stock Market ETF worth $327K as of Q2 2026.
  • Commonwealth Financial Services 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 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #199 holding.
  • Commonwealth Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.