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 Q2	$274K	Buy	1,667 +20	+1%	+$3.17K	0.02%	383
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Cornerstone Wealth Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, buying an estimated $3.17K and bringing the position to 1,667 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #383.

Cornerstone Wealth Group first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.2M in Q3 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cornerstone Wealth Group held 1,667 shares of iShares Core S&P Total US Stock Market ETF worth $274K as of Q2 2026.
Cornerstone Wealth Group bought 20 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.17K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #383 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 8 quarters since.
Cornerstone Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $5.2M in Q3 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.