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 Q2	$562K	Buy	3,418 +9	+0.3%	+$1.43K	0.32%	63
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 $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

W.H. Cornerstone Investments's ITOT Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $1.43K and bringing the position to 3,418 shares worth $562K. The position accounts for 0.32% of the portfolio, ranked #63.

W.H. Cornerstone Investments first reported a position in ITOT in Q3 2022 and has held it in 16 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

W.H. Cornerstone Investments held 3,418 shares of iShares Core S&P Total US Stock Market ETF worth $562K as of Q2 2026.
W.H. Cornerstone Investments bought 9 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.43K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #63 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 16 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.