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ITOT icon

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

CV 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
Q2 		$377K Buy
2,294
+4
+0.2% +$635 0.07% 97
2026
Q1 		$326K Buy
2,290
+5
+0.2% +$743 0.09% 35
2025
Q4 		$340K Buy
+2,285
New +$337K 0.09% 36

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

CV Advisors's ITOT Position: Q2 2026 in Review

CV Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.17% in Q2 2026, buying an estimated $635 and bringing the position to 2,294 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #97.

CV Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • CV Advisors held 2,294 shares of iShares Core S&P Total US Stock Market ETF worth $377K as of Q2 2026.
  • CV Advisors bought 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of CV Advisors's portfolio in Q2 2026, its #97 holding.
  • CV Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.