CPC
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Consolidated Planning Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Consolidated Planning Corp’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
2025
Q2 		– Sell
-4,723
Closed -$576K – 192
2025
Q1 		$576K Sell
4,723
-20,364
-81% -$2.62M 0.08% 133
2024
Q4 		$3.23M Buy
25,087
+188
+0.8% +$24.3K 0.44% 67
2024
Q3 		$3.13M Hold
24,899
– – 0.47% 69
2024
Q2 		$2.96M Sell
24,899
-3,279
-12% -$376K 0.49% 64
2024
Q1 		$3.25M Sell
28,178
-1,643
-6% -$180K 0.56% 55
2023
Q4 		$3.14M Sell
29,821
-126
-0.4% -$12.3K 0.58% 52
2023
Q3 		$2.82M Sell
29,947
-90
-0.3% -$8.84K 0.62% 55
2023
Q2 		$2.94M Sell
30,037
-863
-3% -$79.8K 0.62% 56
2023
Q1 		$2.8M Sell
30,900
-2,580
-8% -$229K 0.72% 51
2022
Q4 		$2.84M Sell
33,480
-5,505
-14% -$470K 0.79% 40
2022
Q3 		$3.1M Buy
38,985
+3,058
+9% +$270K 0.97% 35
2022
Q2 		$3.01M Sell
35,927
-2,664
-7% -$243K 0.94% 37
2022
Q1 		$3.9M Sell
38,591
-61
-0.2% -$6.08K 2.7% 8
2021
Q4 		$4.13M Buy
38,652
+1,136
+3% +$119K 2.67% 9
2021
Q3 		$3.69M Hold
37,516
– – 2.4% 8
2021
Q2 		$3.71M Hold
37,516
– – 2.74% 8
2021
Q1 		$3.44M Hold
37,516
– – 2.19% 9
2020
Q4 		$3.23M Hold
37,516
– – 2.11% 10
2020
Q3 		$2.83M Hold
37,516
– – 2.11% 9
2020
Q2 		$2.6M Buy
37,516
+26,575
+243% +$1.74M 2.55% 8
2020
Q1 		$626K Buy
+10,941
New +$751K 0.79% 19

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Consolidated Planning Corp's ITOT Position: Q2 2025 in Review

Consolidated Planning Corp sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 4,723 shares — an estimated $576K sold.

Consolidated Planning Corp first reported a position in ITOT in Q1 2020 and held it in 21 quarters. The position peaked at $4.13M in Q4 2021. 1,472 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Consolidated Planning Corp reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 4,723 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $576K.
  • Consolidated Planning Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 21 quarters.
  • Consolidated Planning Corp's iShares Core S&P Total US Stock Market ETF position peaked at $4.13M in Q4 2021.
  • 1,472 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.