W.H. Cornerstone Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

W.H. Cornerstone Investments’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	$486K	Sell	3,409 -64	-2%	-$9.52K	0.3%	67
2025 Q4	$516K	Sell	3,473 -202	-5%	-$29.8K	0.31%	66
2025 Q3	$535K	Buy	3,675 +10	+0.3%	+$1.4K	0.33%	67
2025 Q2	$495K	Sell	3,665 -60	-2%	-$7.49K	0.31%	70
2025 Q1	$454K	Buy	3,725 +11	+0.3%	+$1.42K	0.31%	73
2024 Q4	$478K	Buy	3,714 +13	+0.4%	+$1.68K	0.32%	76
2024 Q3	$465K	Buy	3,701 +14	+0.4%	+$1.7K	0.31%	66
2024 Q2	$438K	Buy	3,687 +11	+0.3%	+$1.26K	0.31%	67
2024 Q1	$424K	Buy	3,676 +9	+0.2%	+$987	0.31%	77
2023 Q4	$386K	Buy	3,667 +50	+1%	+$4.9K	0.31%	84
2023 Q3	$341K	Hold	3,617	–	–	0.3%	88
2023 Q2	$354K	Buy	3,617 +11	+0.3%	+$1.02K	0.32%	81
2023 Q1	$327K	Buy	3,606 +19	+0.5%	+$1.69K	0.3%	86
2022 Q4	$318K	Buy	3,587 +17	+0.5%	+$1.45K	0.3%	82
2022 Q3	$284K	Buy	+3,570	New	+$316K	0.3%	85

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

W.H. Cornerstone Investments's ITOT Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q1 2026, selling an estimated $9.52K and leaving 3,409 shares worth $486K. The position accounts for 0.3% of the portfolio, ranked #67.

W.H. Cornerstone Investments first reported a position in ITOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $535K in Q3 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

W.H. Cornerstone Investments held 3,409 shares of iShares Core S&P Total US Stock Market ETF worth $486K as of Q1 2026.
W.H. Cornerstone Investments sold 64 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.52K.
iShares Core S&P Total US Stock Market ETF made up 0.3% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #67 holding.
W.H. Cornerstone Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's iShares Core S&P Total US Stock Market ETF position peaked at $535K in Q3 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.