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CWA Asset Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CWA Asset Management 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 		$364K Sell
2,213
-250
-10% -$39.7K 0.01% 556
2026
Q1 		$351K Buy
2,463
+12
+0.5% +$1.78K 0.01% 540
2025
Q4 		$364K Buy
2,451
+1,029
+72% +$152K 0.01% 509
2025
Q3 		$207K Sell
1,422
-745
-34% -$104K 0.01% 635
2025
Q2 		$293K Buy
+2,167
New +$270K 0.01% 544
2024
Q1 		$273K Sell
2,364
-641
-21% -$70.3K 0.02% 442
2023
Q4 		$316K Buy
+3,005
New +$294K 0.02% 322
2022
Q4 		– Sell
-6,448
Closed -$513K – 327
2022
Q3 		$513K Buy
+6,448
New +$570K 0.05% 170
2019
Q2 		– Sell
-3,527
Closed -$227K – 240
2019
Q1 		$227K Buy
+3,527
New +$219K 0.04% 189

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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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

CWA Asset Management Group's ITOT Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q2 2026, selling an estimated $39.7K and leaving 2,213 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #556.

CWA Asset Management Group first reported a position in ITOT in Q1 2019 and has held it in 9 quarters since. The position peaked at $513K in Q3 2022. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • CWA Asset Management Group held 2,213 shares of iShares Core S&P Total US Stock Market ETF worth $364K as of Q2 2026.
  • CWA Asset Management Group sold 250 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $39.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #556 holding.
  • CWA Asset Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 9 quarters since.
  • CWA Asset Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $513K in Q3 2022.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.