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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
2020
Q4 		– Sell
-25,538
Closed -$1.93M – 393
2020
Q3 		$1.93M Buy
+25,538
New +$1.91M 0.49% 46

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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

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. 766 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.
  • 766 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.