Crescent Grove Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Crescent Grove Advisors’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	$11.5M	Sell	80,823 -3,101	-4%	-$461K	1.11%	26
2025 Q4	$12.5M	Sell	83,924 -6,697	-7%	-$988K	1.16%	22
2025 Q3	$13.2M	Sell	90,621 -386	-0.4%	-$54.1K	1.25%	21
2025 Q2	$12.3M	Sell	91,007 -2,353	-3%	-$294K	1.19%	23
2025 Q1	$11.4M	Sell	93,360 -7,953	-8%	-$1.03M	1.19%	23
2024 Q4	$13M	Sell	101,313 -320	-0.3%	-$41.4K	1.29%	21
2024 Q3	$12.8M	Sell	101,633 -6,140	-6%	-$743K	1.3%	21
2024 Q2	$12.8M	Sell	107,773 -30,479	-22%	-$3.5M	1.4%	21
2024 Q1	$15.9M	Buy	138,252 +953	+0.7%	+$105K	1.66%	14
2023 Q4	$14.4M	Buy	137,299 +1,155	+0.8%	+$113K	1.61%	16
2023 Q3	$12.9M	Buy	136,144 +27,096	+25%	+$2.66M	1.61%	15
2023 Q2	$10.7M	Buy	109,048 +568	+0.5%	+$52.5K	1.15%	22
2023 Q1	$9.82M	Buy	108,480 +3,648	+3%	+$324K	1.14%	22
2022 Q4	$8.89M	Buy	104,832 +17,374	+20%	+$1.48M	0.92%	26
2022 Q3	$6.96M	Buy	87,458 +23,982	+38%	+$2.12M	0.8%	25
2022 Q2	$5.32M	Buy	63,476 +330	+0.5%	+$30.1K	0.56%	28
2022 Q1	$6.37M	Sell	63,146 -3,498	-5%	-$349K	0.62%	27
2021 Q4	$7.13M	Buy	66,644 +6,561	+11%	+$686K	0.67%	25
2021 Q3	$5.91M	Sell	60,083 -1,478	-2%	-$149K	0.63%	29
2021 Q2	$6.08M	Buy	61,561 +48,110	+358%	+$4.63M	0.64%	30
2021 Q1	$1.23M	Sell	13,451 -2,290	-15%	-$205K	0.14%	79
2020 Q4	$1.36M	Buy	15,741 +7,421	+89%	+$601K	0.18%	61
2020 Q3	$628K	Sell	8,320 -4,178	-33%	-$312K	0.13%	85
2020 Q2	$868K	Buy	12,498 +3,828	+44%	+$250K	0.18%	66
2020 Q1	$496K	Sell	8,670 -9,083	-51%	-$623K	0.11%	76
2019 Q4	$1.29M	Hold	17,753	–	–	0.22%	58
2019 Q3	$1.19M	Hold	17,753	–	–	0.23%	56
2019 Q2	$1.18M	Hold	17,753	–	–	0.22%	56
2019 Q1	$1.14M	Hold	17,753	–	–	0.23%	53
2018 Q4	$1.01M	Buy	+17,753	New	+$1.09M	0.22%	59

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Crescent Grove Advisors's ITOT Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.7% in Q1 2026, selling an estimated $461K and leaving 80,823 shares worth $11.5M. The position accounts for 1.11% of the portfolio, ranked #26.

Crescent Grove Advisors first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.9M in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Crescent Grove Advisors held 80,823 shares of iShares Core S&P Total US Stock Market ETF worth $11.5M as of Q1 2026.
Crescent Grove Advisors sold 3,101 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $461K.
iShares Core S&P Total US Stock Market ETF made up 1.11% of Crescent Grove Advisors's portfolio in Q1 2026, its #26 holding.
Crescent Grove Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Crescent Grove Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $15.9M in Q1 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.