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

Genesis Wealth 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	$585K	Sell	3,564 -275	-7%	-$43.6K	0.35%	29
2026 Q1	$547K	Hold	3,839	–	–	0.37%	29
2025 Q4	$571K	Hold	3,839	–	–	0.39%	31
2025 Q3	$559K	Sell	3,839 -32	-0.8%	-$4.49K	0.39%	31
2025 Q2	$523K	Sell	3,871 -1,233	-24%	-$154K	0.39%	33
2025 Q1	$623K	Sell	5,104 -1,491	-23%	-$192K	0.5%	27
2024 Q4	$848K	Buy	+6,595	New	+$854K	0.74%	26

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

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

Genesis Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.2% in Q2 2026, selling an estimated $43.6K and leaving 3,564 shares worth $585K. The position accounts for 0.35% of the portfolio, ranked #29.

Genesis Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $848K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Genesis Wealth Advisors held 3,564 shares of iShares Core S&P Total US Stock Market ETF worth $585K as of Q2 2026.
Genesis Wealth Advisors sold 275 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $43.6K.
iShares Core S&P Total US Stock Market ETF made up 0.35% of Genesis Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Genesis Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $848K in Q4 2024.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.