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

Cornerstone Wealth 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
Q1 		$254K Sell
1,647
-16,835
-91% -$2.5M 0.02% 365
2025
Q4 		$2.75M Sell
18,482
-17,202
-48% -$2.54M 0.19% 109
2025
Q3 		$5.2M Sell
35,684
-806
-2% -$113K 0.35% 78
2025
Q2 		$4.93M Sell
36,490
-1,811
-5% -$226K 0.37% 75
2025
Q1 		$4.67M Buy
38,301
+157
+0.4% +$20.2K 0.39% 77
2024
Q4 		$4.91M Sell
38,144
-1,906
-5% -$247K 0.4% 68
2024
Q3 		$5.03M Buy
+40,050
New +$4.85M 0.42% 63

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Cornerstone Wealth Group's ITOT Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 91% in Q1 2026, selling an estimated $2.5M and leaving 1,647 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #365.

Cornerstone Wealth Group first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.2M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Cornerstone Wealth Group held 1,647 shares of iShares Core S&P Total US Stock Market ETF worth $254K as of Q1 2026.
  • Cornerstone Wealth Group sold 16,835 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.5M.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #365 holding.
  • Cornerstone Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Cornerstone Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $5.2M in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.