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Cyndeo Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cyndeo Wealth Partners’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 		$2.67M Buy
16,225
+117
+0.7% +$18.6K 0.13% 165
2026
Q1 		$2.29M Buy
16,108
+1,916
+14% +$285K 0.12% 161
2025
Q4 		$2.11M Sell
14,192
-271
-2% -$40K 0.11% 163
2025
Q3 		$2.11M Sell
14,463
-14
-0.1% -$1.96K 0.12% 162
2025
Q2 		$1.95M Buy
14,477
+1,778
+14% +$222K 0.12% 162
2025
Q1 		$1.55M Buy
12,699
+1,459
+13% +$188K 0.1% 182
2024
Q4 		$1.45M Buy
11,240
+26
+0.2% +$3.37K 0.1% 186
2024
Q3 		$1.41M Buy
+11,214
New +$1.36M 0.1% 183

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cyndeo Wealth Partners's ITOT Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.73% in Q2 2026, buying an estimated $18.6K and bringing the position to 16,225 shares worth $2.67M. The position accounts for 0.13% of the portfolio, ranked #165.

Cyndeo Wealth Partners first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cyndeo Wealth Partners held 16,225 shares of iShares Core S&P Total US Stock Market ETF worth $2.67M as of Q2 2026.
  • Cyndeo Wealth Partners bought 117 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $18.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.