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

Cypress Capital 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	$941K	Hold	5,729	–	–	0.09%	151
2026 Q1	$816K	Hold	5,729	–	–	0.09%	137
2025 Q4	$852K	Hold	5,729	–	–	0.1%	129
2025 Q3	$834K	Hold	5,729	–	–	0.1%	130
2025 Q2	$774K	Hold	5,729	–	–	0.1%	130
2025 Q1	$699K	Hold	5,729	–	–	0.09%	135
2024 Q4	$737K	Hold	5,729	–	–	0.09%	144
2024 Q3	$720K	Sell	5,729 -2,050	-26%	-$248K	0.08%	189
2024 Q2	$924K	Hold	7,779	–	–	0.11%	139
2024 Q1	$897K	Sell	7,779 -625	-7%	-$68.5K	0.11%	161
2023 Q4	$884K	Sell	8,404 -714	-8%	-$70K	0.12%	159
2023 Q3	$859K	Sell	9,118 -530	-5%	-$52.1K	0.12%	149
2023 Q2	$944K	Hold	9,648	–	–	0.14%	148
2023 Q1	$874K	Hold	9,648	–	–	0.13%	156
2022 Q4	$818K	Sell	9,648 -1,400	-13%	-$119K	0.12%	155
2022 Q3	$879K	Buy	11,048 +1,648	+18%	+$146K	0.15%	137
2022 Q2	$787K	Buy	9,400 +1,712	+22%	+$156K	0.12%	155
2022 Q1	$776K	Buy	7,688 +41	+0.5%	+$4.09K	0.1%	177
2021 Q4	$818K	Buy	7,647 +1,769	+30%	+$185K	0.1%	159
2021 Q3	$579K	Hold	5,878	–	–	0.08%	200
2021 Q2	$581K	Sell	5,878 -260	-4%	-$25K	0.08%	203
2021 Q1	$562K	Hold	6,138	–	–	0.08%	200
2020 Q4	$529K	Sell	6,138 -739	-11%	-$59.9K	0.08%	195
2020 Q3	$519K	Hold	6,877	–	–	0.09%	173
2020 Q2	$478K	Buy	6,877 +821	+14%	+$53.7K	0.09%	175
2020 Q1	$347K	Buy	6,056 +987	+19%	+$67.7K	0.08%	152
2019 Q4	$369K	Hold	5,069	–	–	0.07%	184
2019 Q3	$340K	Buy	5,069 +955	+23%	+$64K	0.07%	194
2019 Q2	$274K	Buy	+4,114	New	+$270K	0.05%	203

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cypress Capital Group's ITOT Position: Q2 2026 in Review

Cypress Capital Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,729 shares worth $941K. The position accounts for 0.09% of the portfolio, ranked #151.

Cypress Capital Group first reported a position in ITOT in Q2 2019 and has held it in 29 quarters since. The position peaked at $944K in Q2 2023. 1,451 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cypress Capital Group held 5,729 shares of iShares Core S&P Total US Stock Market ETF worth $941K as of Q2 2026.
Cypress Capital Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Cypress Capital Group's portfolio in Q2 2026, its #151 holding.
Cypress Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
Cypress Capital Group's iShares Core S&P Total US Stock Market ETF position peaked at $944K in Q2 2023.
1,451 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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