Elwood & Goetz Wealth Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Elwood & Goetz Wealth Advisory 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	$674K	Sell	4,106 -4	-0.1%	-$635	0.1%	69
2026 Q1	$585K	Buy	4,110 +185	+5%	+$27.5K	0.1%	65
2025 Q4	$584K	Hold	3,925	–	–	0.1%	59
2025 Q3	$572K	Sell	3,925 -145	-4%	-$20.3K	0.11%	61
2025 Q2	$550K	Sell	4,070 -76	-2%	-$9.48K	0.12%	51
2025 Q1	$506K	Buy	4,146 +76	+2%	+$9.8K	0.12%	49
2024 Q4	$523K	Hold	4,070	–	–	0.13%	51
2024 Q3	$511K	Buy	4,070 +5	+0.1%	+$605	0.13%	54
2024 Q2	$483K	Hold	4,065	–	–	0.14%	45
2024 Q1	$469K	Hold	4,065	–	–	0.11%	50
2023 Q4	$428K	Hold	4,065	–	–	0.09%	51
2023 Q3	$383K	Buy	4,065 +699	+21%	+$68.7K	0.09%	53
2023 Q2	$329K	Hold	3,366	–	–	0.08%	52
2023 Q1	$305K	Sell	3,366 -937	-22%	-$83.2K	0.07%	51
2022 Q4	$365K	Buy	+4,303	New	+$367K	0.11%	47

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

Elwood & Goetz Wealth Advisory Group's ITOT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.1% in Q2 2026, selling an estimated $635 and leaving 4,106 shares worth $674K. The position accounts for 0.1% of the portfolio, ranked #69.

Elwood & Goetz Wealth Advisory Group first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 4,106 shares of iShares Core S&P Total US Stock Market ETF worth $674K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #69 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.