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

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

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. 1,719 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.
1,719 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.