Gateway Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gateway Wealth Partners’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	$1.75M	Sell	10,628 -5,165	-33%	-$820K	0.1%	211
2026 Q1	$2.25M	Buy	15,793 +12,361	+360%	+$1.84M	0.09%	234
2025 Q4	$510K	Buy	3,432 +83	+2%	+$12.2K	0.06%	272
2025 Q3	$488K	Buy	3,349 +104	+3%	+$14.6K	0.07%	248
2025 Q2	$438K	Buy	3,245 +257	+9%	+$32.1K	0.08%	218
2025 Q1	$365K	Buy	2,988 +214	+8%	+$27.6K	0.08%	227
2024 Q4	$357K	Buy	2,774 +867	+45%	+$112K	0.09%	205
2024 Q3	$240K	Buy	+1,907	New	+$231K	0.07%	248

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

Gateway Wealth Partners's ITOT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 33% in Q2 2026, selling an estimated $820K and leaving 10,628 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #211.

Gateway Wealth Partners first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q1 2026. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Gateway Wealth Partners held 10,628 shares of iShares Core S&P Total US Stock Market ETF worth $1.75M as of Q2 2026.
Gateway Wealth Partners sold 5,165 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $820K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #211 holding.
Gateway Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $2.25M in Q1 2026.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.