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 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

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

CX Institutional's ITOT Position: Q2 2026 in Review

CX Institutional reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.36% in Q2 2026, selling an estimated $2.22K and leaving 3,905 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #406.

CX Institutional first reported a position in ITOT in Q2 2018 and has held it in 19 quarters since. The position peaked at $21.2M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

CX Institutional held 3,905 shares of iShares Core S&P Total US Stock Market ETF worth $641K as of Q2 2026.
CX Institutional sold 14 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.22K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #406 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 19 quarters since.
CX Institutional's iShares Core S&P Total US Stock Market ETF position peaked at $21.2M in Q4 2019.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.