CIG
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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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. 520 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.
  • 520 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.