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

Cornerstone Wealth Management’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
Q3 		$262K Sell
1,573
-203
-11% -$33.8K 0.01% 640
2026
Q2 		$292K Sell
1,776
-310
-15% -$49.2K 0.01% 618
2026
Q1 		$297K Buy
2,086
+149
+8% +$22.2K 0.01% 580
2025
Q4 		$288K Buy
1,937
+125
+7% +$18.4K 0.02% 560
2025
Q3 		$264K Sell
1,812
-108
-6% -$15.1K 0.01% 564
2025
Q2 		$259K Sell
1,920
-88
-4% -$11K 0.02% 551
2025
Q1 		$245K Buy
2,008
+80
+4% +$10.3K 0.02% 521
2024
Q4 		$248K Buy
1,928
+5
+0.3% +$647 0.02% 509
2024
Q3 		$242K Sell
1,923
-13
-0.7% -$1.57K 0.02% 504
2024
Q2 		$230K Buy
1,936
+64
+3% +$7.34K 0.02% 491
2024
Q1 		$216K Buy
+1,872
New +$205K 0.02% 503
2020
Q3 		– Sell
-4,501
Closed -$313K – 406
2020
Q2 		$313K Sell
4,501
-24,310
-84% -$1.59M 0.05% 279
2020
Q1 		$1.65M Sell
28,811
-19,984
-41% -$1.37M 0.32% 65
2019
Q4 		$3.55M Buy
48,795
+627
+1% +$43.6K 0.57% 35
2019
Q3 		$3.23M Sell
48,168
-4,725
-9% -$317K 0.57% 38
2019
Q2 		$3.53M Sell
52,893
-412
-0.8% -$27K 0.63% 32
2019
Q1 		$3.48M Buy
53,305
+35,637
+202% +$2.21M 0.42% 47
2018
Q4 		$1M Buy
+17,668
New +$1.09M 0.21% 94
2018
Q1 		$1.26M Buy
21,328
+5,869
+38% +$366K 0.24% 86
2017
Q4 		$970K Buy
15,459
+5,126
+50% +$305K 0.18% 119
2017
Q3 		$605K Buy
10,333
+2,992
+41% +$169K 0.13% 166
2017
Q2 		$406K Buy
+7,341
New +$403K 0.09% 222

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cornerstone Wealth Management's ITOT Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q3 2026, selling an estimated $33.8K and leaving 1,573 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #640.

Cornerstone Wealth Management first reported a position in ITOT in Q2 2017 and has held it in 22 quarters since. The position peaked at $3.55M in Q4 2019. 1,191 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Cornerstone Wealth Management held 1,573 shares of iShares Core S&P Total US Stock Market ETF worth $262K as of Q3 2026.
  • Cornerstone Wealth Management sold 203 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $33.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #640 holding.
  • Cornerstone Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.55M in Q4 2019.
  • 1,191 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.