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 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

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 Management's ITOT Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q2 2026, selling an estimated $49.2K and leaving 1,776 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #618.

Cornerstone Wealth Management first reported a position in ITOT in Q2 2017 and has held it in 21 quarters since. The position peaked at $3.55M in Q4 2019. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cornerstone Wealth Management held 1,776 shares of iShares Core S&P Total US Stock Market ETF worth $292K as of Q2 2026.
Cornerstone Wealth Management sold 310 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $49.2K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #618 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 21 quarters since.
Cornerstone Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.55M in Q4 2019.
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 Management's 13F filing for Q2 2026, filed 22 Jul 2026.