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

Cullen Investment 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	$623K	Buy	3,793 +20	+0.5%	+$3.17K	0.08%	122
2026 Q1	$537K	Sell	3,773 -43	-1%	-$6.39K	0.07%	126
2025 Q4	$579K	Buy	3,816 +21	+0.6%	+$3.1K	0.08%	124
2025 Q3	$556K	Sell	3,795 -1,118	-23%	-$157K	0.07%	124
2025 Q2	$663K	Sell	4,913 -156	-3%	-$19.5K	0.09%	114
2025 Q1	$618K	Buy	5,069 +61	+1%	+$7.86K	0.09%	129
2024 Q4	$644K	Buy	5,008 +51	+1%	+$6.6K	0.1%	128
2024 Q3	$623K	Buy	4,957 +116	+2%	+$14K	0.09%	130
2024 Q2	$575K	Buy	4,841 +481	+11%	+$55.2K	0.09%	129
2024 Q1	$498K	Buy	4,360 +492	+13%	+$54K	0.08%	138
2023 Q4	$407K	Buy	+3,868	New	+$379K	0.07%	138

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

Cullen Investment Group's ITOT Position: Q2 2026 in Review

Cullen Investment Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.53% in Q2 2026, buying an estimated $3.17K and bringing the position to 3,793 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #122.

Cullen Investment Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $663K in Q2 2025. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cullen Investment Group held 3,793 shares of iShares Core S&P Total US Stock Market ETF worth $623K as of Q2 2026.
Cullen Investment 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 0.08% of Cullen Investment Group's portfolio in Q2 2026, its #122 holding.
Cullen Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's iShares Core S&P Total US Stock Market ETF position peaked at $663K in Q2 2025.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.