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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$657K Sell
4,002
-6
-0.1% -$952 0.15% 104
2026
Q1
$571K Sell
4,008
-190
-5% -$28.3K 0.13% 108
2025
Q4
$624K Buy
+4,198
New +$620K 0.14% 101
2024
Q4
$447K Buy
+3,475
New +$450K 0.17% 95

Other funds holding ITOT

Cornerstone Planning's ITOT Position: Q2 2026 in Review

Cornerstone Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.15% in Q2 2026, selling an estimated $952 and leaving 4,002 shares worth $657K. The position accounts for 0.15% of the portfolio, ranked #104.

Cornerstone Planning first reported a position in ITOT in Q4 2024 and has held it in 4 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cornerstone Planning held 4,002 shares of iShares Core S&P Total US Stock Market ETF worth $657K as of Q2 2026.
  • Cornerstone Planning sold 6 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $952.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Cornerstone Planning's portfolio in Q2 2026, its #104 holding.
  • Cornerstone Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.