GPW
ITOT icon

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

Genesis Private Wealth’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 		$1.26M Buy
7,692
+23
+0.3% +$3.65K 0.36% 57
2026
Q1 		$1.09M Buy
7,669
+748
+11% +$111K 0.34% 58
2025
Q4 		$1.03M Buy
+6,921
New +$1.02M 0.32% 61

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Genesis Private Wealth's ITOT Position: Q2 2026 in Review

Genesis Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.3% in Q2 2026, buying an estimated $3.65K and bringing the position to 7,692 shares worth $1.26M. The position accounts for 0.36% of the portfolio, ranked #57.

Genesis Private Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Genesis Private Wealth held 7,692 shares of iShares Core S&P Total US Stock Market ETF worth $1.26M as of Q2 2026.
  • Genesis Private Wealth bought 23 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Core S&P Total US Stock Market ETF made up 0.36% of Genesis Private Wealth's portfolio in Q2 2026, its #57 holding.
  • Genesis Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.