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

Garrison Point 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	$324K	Sell	1,973 -134	-6%	-$21.3K	0.13%	135
2026 Q1	$300K	Hold	2,107	–	–	0.14%	140
2025 Q4	$313K	Hold	2,107	–	–	0.14%	132
2025 Q3	$307K	Sell	2,107 -25	-1%	-$3.51K	0.13%	142
2025 Q2	$288K	Sell	2,132 -50	-2%	-$6.24K	0.13%	138
2025 Q1	$266K	Sell	2,182 -510	-19%	-$65.7K	0.13%	138
2024 Q4	$346K	Hold	2,692	–	–	0.16%	116
2024 Q3	$338K	Hold	2,692	–	–	0.21%	106
2024 Q2	$320K	Buy	2,692 +6	+0.2%	+$689	0.21%	110
2024 Q1	$310K	Sell	2,686 -55	-2%	-$6.03K	0.2%	120
2023 Q4	$288K	Hold	2,741	–	–	0.2%	121
2023 Q3	$258K	Hold	2,741	–	–	0.2%	122
2023 Q2	$268K	Sell	2,741 -235	-8%	-$21.7K	0.19%	128
2023 Q1	$270K	Sell	2,976 -15	-0.5%	-$1.33K	0.2%	122
2022 Q4	$254K	Hold	2,991	–	–	0.21%	123
2022 Q3	$238K	Hold	2,991	–	–	0.21%	125
2022 Q2	$251K	Sell	2,991 -180	-6%	-$16.4K	0.21%	127
2022 Q1	$320K	Sell	3,171 -135	-4%	-$13.5K	0.22%	118
2021 Q4	$354K	Hold	3,306	–	–	0.23%	116
2021 Q3	$325K	Sell	3,306 -21	-0.6%	-$2.12K	0.24%	115
2021 Q2	$329K	Buy	3,327 +270	+9%	+$26K	0.24%	114
2021 Q1	$280K	Hold	3,057	–	–	0.22%	115
2020 Q4	$264K	Sell	3,057 -10	-0.3%	-$810	0.21%	116
2020 Q3	$232K	Buy	+3,067	New	+$229K	0.21%	118

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

Garrison Point Advisors's ITOT Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.4% in Q2 2026, selling an estimated $21.3K and leaving 1,973 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #135.

Garrison Point Advisors first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $354K in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Garrison Point Advisors held 1,973 shares of iShares Core S&P Total US Stock Market ETF worth $324K as of Q2 2026.
Garrison Point Advisors sold 134 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $21.3K.
iShares Core S&P Total US Stock Market ETF made up 0.13% of Garrison Point Advisors's portfolio in Q2 2026, its #135 holding.
Garrison Point Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
Garrison Point Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $354K in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.