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

Cynosure 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
Q1 		$16.3M Sell
114,266
-10,331
-8% -$1.54M 2.03% 13
2025
Q4 		$18.5M Sell
124,597
-11,772
-9% -$1.74M 1.88% 13
2025
Q3 		$19.9M Sell
136,369
-14,163
-9% -$1.99M 2.16% 11
2025
Q2 		$20.3M Sell
150,532
-5,303
-3% -$662K 2.3% 10
2025
Q1 		$19M Sell
155,835
-28,608
-16% -$3.69M 2.62% 10
2024
Q4 		$23.7M Sell
184,443
-4,273
-2% -$553K 3.54% 6
2024
Q3 		$23.7M Sell
188,716
-3,276
-2% -$397K 3.46% 5
2024
Q2 		$22.8M Sell
191,992
-1,876
-1% -$215K 3.66% 6
2024
Q1 		$22.4M Buy
193,868
+13,872
+8% +$1.52M 4.01% 6
2023
Q4 		$19.5M Buy
179,996
+25,088
+16% +$2.46M 3.51% 6
2023
Q3 		$14.6M Buy
154,908
+10,075
+7% +$990K 4.48% 4
2023
Q2 		$14.2M Buy
+144,833
New +$13.4M 4.26% 4

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Cynosure Group's ITOT Position: Q1 2026 in Review

Cynosure Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q1 2026, selling an estimated $1.54M and leaving 114,266 shares worth $16.3M. The position accounts for 2.03% of the portfolio, ranked #13.

Cynosure Group first reported a position in ITOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.7M in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Cynosure Group held 114,266 shares of iShares Core S&P Total US Stock Market ETF worth $16.3M as of Q1 2026.
  • Cynosure Group sold 10,331 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.54M.
  • iShares Core S&P Total US Stock Market ETF made up 2.03% of Cynosure Group's portfolio in Q1 2026, its #13 holding.
  • Cynosure Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
  • Cynosure Group's iShares Core S&P Total US Stock Market ETF position peaked at $23.7M in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.