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

Community Financial Services 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 		$226K Hold
1,376
– – 0.03% 119
2026
Q1 		$197K Buy
+1,376
New +$205K 0.03% 113

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

Community Financial Services Group's ITOT Position: Q2 2026 in Review

Community Financial Services Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,376 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #119.

Community Financial Services Group first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Community Financial Services Group held 1,376 shares of iShares Core S&P Total US Stock Market ETF worth $226K as of Q2 2026.
  • Community Financial Services Group 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 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #119 holding.
  • Community Financial Services Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 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 Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.