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

Garrett 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
2025
Q2 		– Sell
-3,924
Closed -$479K – 115
2025
Q1 		$479K Buy
3,924
+1
+0% +$129 0.11% 60
2024
Q4 		$505K Sell
3,923
-3,369
-46% -$436K 0.11% 54
2024
Q3 		$916K Buy
7,292
+1,661
+29% +$201K 0.23% 33
2024
Q2 		$669K Buy
+5,631
New +$646K 0.25% 38
2022
Q2 		– Sell
-2,123
Closed -$214K – 53
2022
Q1 		$214K Sell
2,123
-221
-9% -$22K 0.11% 57
2021
Q4 		$251K Sell
2,344
-429
-15% -$44.8K 0.12% 51
2021
Q3 		$273K Sell
2,773
-273
-9% -$27.6K 0.17% 42
2021
Q2 		$301K Sell
3,046
-28
-0.9% -$2.69K 0.2% 38
2021
Q1 		$282K Sell
3,074
-183
-6% -$16.4K 0.2% 36
2020
Q4 		$281K Buy
3,257
+8
+0.2% +$648 0.21% 34
2020
Q3 		$245K Sell
3,249
-40
-1% -$2.98K 0.19% 37
2020
Q2 		$227K Sell
3,289
-2,491
-43% -$163K 0.18% 43
2020
Q1 		$332K Sell
5,780
-387
-6% -$26.6K 0.31% 30
2019
Q4 		$445K Sell
6,167
-699
-10% -$48.6K 0.33% 33
2019
Q3 		$461K Buy
6,866
+119
+2% +$7.97K 0.32% 34
2019
Q2 		$451K Sell
6,747
-16
-0.2% -$1.05K 0.36% 34
2019
Q1 		$437K Sell
6,763
-728
-10% -$45.2K 0.36% 35
2018
Q4 		$423K Buy
+7,491
New +$460K 0.39% 28

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Garrett Wealth Advisory Group's ITOT Position: Q2 2025 in Review

Garrett Wealth Advisory Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 3,924 shares — an estimated $479K sold.

Garrett Wealth Advisory Group first reported a position in ITOT in Q4 2018 and held it in 18 quarters. The position peaked at $916K in Q3 2024. 1,472 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Garrett Wealth Advisory Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 3,924 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $479K.
  • Garrett Wealth Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 18 quarters.
  • Garrett Wealth Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $916K in Q3 2024.
  • 1,472 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2025, filed 12 Aug 2025.