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Cornerstone Planning Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cornerstone Planning 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 		$30.4K Sell
185
-38
-17% -$6.03K ﹤0.01% 540
2026
Q1 		$35.2K Buy
223
+39
+21% +$5.8K ﹤0.01% 493
2025
Q4 		$28K Buy
184
+3
+2% +$443 ﹤0.01% 500
2025
Q3 		$26.9K Buy
181
+118
+187% +$16.5K ﹤0.01% 493
2025
Q2 		$8.63K Sell
63
-321
-84% -$40.1K ﹤0.01% 590
2025
Q1 		$44.8K Buy
384
+330
+611% +$42.5K 0.01% 258
2024
Q4 		$7.06K Buy
54
+1
+2% +$129 ﹤0.01% 506
2024
Q3 		$6.8K Sell
53
-1
-2% -$121 ﹤0.01% 502
2024
Q2 		$6.03K Buy
54
+1
+2% +$115 ﹤0.01% 535
2024
Q1 		$5.96K Hold
53
– – ﹤0.01% 495
2023
Q4 		$5.58K Hold
53
– – ﹤0.01% 513
2023
Q3 		$4.99K Buy
+53
New +$5.21K ﹤0.01% 526
2022
Q4 		$24.9K Buy
+288
New +$24.6K 0.01% 399

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Cornerstone Planning Group's ITOT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, selling an estimated $6.03K and leaving 185 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Cornerstone Planning Group first reported a position in ITOT in Q4 2022 and has held it in 13 quarters since. The position peaked at $44.8K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cornerstone Planning Group held 185 shares of iShares Core S&P Total US Stock Market ETF worth $30.4K as of Q2 2026.
  • Cornerstone Planning Group sold 38 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.03K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #540 holding.
  • Cornerstone Planning Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's iShares Core S&P Total US Stock Market ETF position peaked at $44.8K in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.