GC Wealth Management RIA’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$643K Sell
3,915
-1,104
-22% -$175K 0.04% 291
2026
Q1
$715K Sell
5,019
-1,219
-20% -$181K 0.03% 288
2025
Q4
$927K Hold
6,238
0.03% 244
2025
Q3
$909K Sell
6,238
-1,271
-17% -$178K 0.03% 362
2025
Q2
$1.01M Buy
7,509
+742
+11% +$92.6K 0.08% 201
2025
Q1
$826K Hold
6,767
0.15% 124
2024
Q4
$870K Sell
6,767
-409
-6% -$53K 0.15% 117
2024
Q3
$901K Hold
7,176
0.16% 117
2024
Q2
$852K Hold
7,176
0.17% 112
2024
Q1
$827K Buy
7,176
+157
+2% +$17.2K 0.17% 113
2023
Q4
$739K Buy
+7,019
New +$688K 0.33% 78

Other funds holding ITOT

GC Wealth Management RIA's ITOT Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 22% in Q2 2026, selling an estimated $175K and leaving 3,915 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #291.

GC Wealth Management RIA first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • GC Wealth Management RIA held 3,915 shares of iShares Core S&P Total US Stock Market ETF worth $643K as of Q2 2026.
  • GC Wealth Management RIA sold 1,104 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $175K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #291 holding.
  • GC Wealth Management RIA first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's iShares Core S&P Total US Stock Market ETF position peaked at $1.01M in Q2 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.