Gallagher Fiduciary Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gallagher Fiduciary Advisors’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	$898K	Buy	5,465 +721	+15%	+$114K	0.03%	120
2026 Q1	$676K	Sell	4,744 -229	-5%	-$34.1K	0.03%	117
2025 Q4	$739K	Buy	4,973 +86	+2%	+$12.7K	0.02%	132
2025 Q3	$712K	Buy	4,887 +1,086	+29%	+$152K	0.03%	107
2025 Q2	$513K	Buy	3,801 +24	+0.6%	+$3K	0.02%	174
2025 Q1	$461K	Buy	3,777 +19	+0.5%	+$2.45K	0.02%	167
2024 Q4	$483K	Buy	+3,758	New	+$487K	0.09%	146
2023 Q3	–	Sell	-8,138	Closed	-$796K	–	193
2023 Q2	$796K	Buy	8,138 +5,744	+240%	+$531K	0.06%	76
2023 Q1	$217K	Buy	+2,394	New	+$213K	0.02%	186

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

Gallagher Fiduciary Advisors's ITOT Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q2 2026, buying an estimated $114K and bringing the position to 5,465 shares worth $898K. The position accounts for 0.03% of the portfolio, ranked #120.

Gallagher Fiduciary Advisors first reported a position in ITOT in Q1 2023 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Gallagher Fiduciary Advisors held 5,465 shares of iShares Core S&P Total US Stock Market ETF worth $898K as of Q2 2026.
Gallagher Fiduciary Advisors bought 721 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $114K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #120 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 9 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 Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.