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 Q2	$17.3M	Sell	105,382 -8,884	-8%	-$1.41M	2.6%	11
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 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

Cynosure Group's ITOT Position: Q2 2026 in Review

Cynosure Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.8% in Q2 2026, selling an estimated $1.41M and leaving 105,382 shares worth $17.3M. The position accounts for 2.6% of the portfolio, ranked #11.

Cynosure Group first reported a position in ITOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.7M in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cynosure Group held 105,382 shares of iShares Core S&P Total US Stock Market ETF worth $17.3M as of Q2 2026.
Cynosure Group sold 8,884 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.41M.
iShares Core S&P Total US Stock Market ETF made up 2.6% of Cynosure Group's portfolio in Q2 2026, its #11 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 13 quarters since.
Cynosure Group's iShares Core S&P Total US Stock Market ETF position peaked at $23.7M in Q4 2024.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.