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

Cypress Wealth Services’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	$1.28M	Buy	7,781 +225	+3%	+$35.7K	0.16%	105
2026 Q1	$1.08M	Sell	7,556 -883	-10%	-$131K	0.15%	108
2025 Q4	$1.25M	Buy	8,439 +114	+1%	+$16.8K	0.17%	98
2025 Q3	$1.21M	Sell	8,325 -150	-2%	-$21K	0.2%	90
2025 Q2	$1.14M	Sell	8,475 -276	-3%	-$34.4K	0.2%	88
2025 Q1	$1.07M	Buy	8,751 +2,222	+34%	+$286K	0.22%	84
2024 Q4	$840K	Hold	6,529	–	–	0.17%	94
2024 Q3	$820K	Buy	6,529 +953	+17%	+$115K	0.17%	101
2024 Q2	$662K	Sell	5,576 -37	-0.7%	-$4.25K	0.15%	110
2024 Q1	$647K	Sell	5,613 -1,674	-23%	-$184K	0.15%	113
2023 Q4	$767K	Sell	7,287 -424	-5%	-$41.6K	0.19%	97
2023 Q3	$726K	Sell	7,711 -46	-0.6%	-$4.52K	0.2%	96
2023 Q2	$774K	Hold	7,757	–	–	0.2%	94
2023 Q1	$702K	Sell	7,757 -450	-5%	-$40K	0.21%	91
2022 Q4	$696K	Hold	8,207	–	–	0.22%	90
2022 Q3	$663K	Sell	8,207 -622	-7%	-$55K	0.23%	87
2022 Q2	$740K	Sell	8,829 -1,418	-14%	-$129K	0.24%	84
2022 Q1	$1.03M	Sell	10,247 -1,368	-12%	-$136K	0.28%	64
2021 Q4	$1.24M	Sell	11,615 -1,062	-8%	-$111K	0.34%	66
2021 Q3	$1.25M	Sell	12,677 -491	-4%	-$49.6K	0.37%	59
2021 Q2	$1.3M	Sell	13,168 -8,959	-40%	-$862K	0.36%	60
2021 Q1	$2.03M	Sell	22,127 -710	-3%	-$63.7K	0.42%	52
2020 Q4	$1.97M	Buy	+22,837	New	+$1.85M	0.44%	48
2020 Q3	–	Sell	-28,195	Closed	-$2.1M	–	374
2020 Q2	$1.96M	Sell	28,195 -35,367	-56%	-$2.31M	0.47%	59
2020 Q1	$3.64M	Buy	63,562 +2,081	+3%	+$143K	1.07%	25
2019 Q4	$4.47M	Buy	61,481 +25,756	+72%	+$1.79M	1.13%	22
2019 Q3	$2.4M	Buy	35,725 +9,267	+35%	+$621K	0.66%	50
2019 Q2	$1.76M	Buy	26,458 +10,355	+64%	+$679K	0.51%	60
2019 Q1	$1.04M	Buy	+16,103	New	+$999K	0.33%	88

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

Cypress Wealth Services's ITOT Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3% in Q2 2026, buying an estimated $35.7K and bringing the position to 7,781 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #105.

Cypress Wealth Services first reported a position in ITOT in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.47M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Cypress Wealth Services held 7,781 shares of iShares Core S&P Total US Stock Market ETF worth $1.28M as of Q2 2026.
Cypress Wealth Services bought 225 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $35.7K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Cypress Wealth Services's portfolio in Q2 2026, its #105 holding.
Cypress Wealth Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
Cypress Wealth Services's iShares Core S&P Total US Stock Market ETF position peaked at $4.47M 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 Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.