CI
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CX Institutional’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CX Institutional’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
Q3 		$595K Sell
3,579
-326
-8% -$54.2K 0.02% 433
2026
Q2 		$641K Sell
3,905
-14
-0.4% -$2.22K 0.02% 406
2026
Q1 		$558K Sell
3,919
-565
-13% -$84K 0.02% 443
2025
Q4 		$667K Sell
4,484
-1,093
-20% -$161K 0.02% 352
2025
Q3 		$812K Buy
5,577
+1,557
+39% +$218K 0.02% 331
2025
Q2 		$543K Buy
4,020
+1
+0% +$125 0.02% 356
2025
Q1 		$490K Buy
+4,019
New +$518K 0.02% 364
2022
Q3 		– Sell
-176
Closed -$15K – 805
2022
Q2 		$15K Buy
+176
New +$16K ﹤0.01% 887
2021
Q4 		– Sell
-131
Closed -$13K – 628
2021
Q3 		$13K Hold
131
– – ﹤0.01% 800
2021
Q2 		$13K Hold
131
– – ﹤0.01% 802
2021
Q1 		$12K Hold
131
– – ﹤0.01% 748
2020
Q4 		$11K Buy
+131
New +$10.6K ﹤0.01% 719
2020
Q2 		– Sell
-292,350
Closed -$16.7M – 862
2020
Q1 		$16.7M Buy
292,350
+65
+0% +$4.46K 2.73% 8
2019
Q4 		$21.2M Buy
292,285
+1,785
+0.6% +$124K 3.71% 2
2019
Q3 		$19.5M Sell
290,500
-2,706
-0.9% -$181K 3.15% 2
2019
Q2 		$19.5M Buy
293,206
+292,096
+26,315% +$19.1M 3.1% 2
2019
Q1 		$71K Sell
1,110
-26,171
-96% -$1.62M 0.01% 304
2018
Q4 		$1.55M Sell
27,281
-155,642
-85% -$9.56M 0.33% 73
2018
Q3 		$12.2M Buy
182,923
+1,485
+0.8% +$97.3K 4.03% 1
2018
Q2 		$11.3M Buy
+181,438
New +$11.3M 4.19% 1

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

CX Institutional's ITOT Position: Q3 2026 in Review

CX Institutional reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q3 2026, selling an estimated $54.2K and leaving 3,579 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #433.

CX Institutional first reported a position in ITOT in Q2 2018 and has held it in 20 quarters since. The position peaked at $21.2M in Q4 2019. 93 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • CX Institutional held 3,579 shares of iShares Core S&P Total US Stock Market ETF worth $595K as of Q3 2026.
  • CX Institutional sold 326 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $54.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #433 holding.
  • CX Institutional first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 20 quarters since.
  • CX Institutional's iShares Core S&P Total US Stock Market ETF position peaked at $21.2M in Q4 2019.
  • 93 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.