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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$382K Buy
2,299
+5
+0.2% +$832 0.06% 89
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

CV Advisors's ITOT Position: Q3 2026 in Review

CV Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.22% in Q3 2026, buying an estimated $832 and bringing the position to 2,299 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #89.

CV Advisors first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • CV Advisors held 2,299 shares of iShares Core S&P Total US Stock Market ETF worth $382K as of Q3 2026.
  • CV Advisors bought 5 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $832.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of CV Advisors's portfolio in Q3 2026, its #89 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 4 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.