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

Geometric 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	$943K	Buy	5,742 +101	+2%	+$16K	0.1%	32
2026 Q1	$803K	Buy	5,641 +774	+16%	+$115K	0.1%	33
2025 Q4	$724K	Buy	4,867 +50	+1%	+$7.38K	0.09%	37
2025 Q3	$702K	Hold	4,817	–	–	0.09%	38
2025 Q2	$650K	Buy	4,817 +737	+18%	+$92K	0.1%	35
2025 Q1	$498K	Hold	4,080	–	–	0.09%	43
2024 Q4	$525K	Sell	4,080 -54	-1%	-$6.99K	0.1%	39
2024 Q3	$519K	Buy	4,134 +247	+6%	+$29.9K	0.1%	37
2024 Q2	$462K	Hold	3,887	–	–	0.09%	36
2024 Q1	$448K	Buy	3,887 +306	+9%	+$33.6K	0.11%	25
2023 Q4	$377K	Sell	3,581 -362	-9%	-$35.5K	0.1%	28
2023 Q3	$371K	Buy	3,943 +1,055	+37%	+$104K	0.12%	25
2023 Q2	$287K	Buy	2,888 +498	+21%	+$46K	0.09%	28
2023 Q1	$217K	Buy	+2,390	New	+$212K	0.08%	35
2022 Q2	–	Sell	-2,151	Closed	-$217K	–	36
2022 Q1	$217K	Hold	2,151	–	–	0.65%	29
2021 Q4	$230K	Buy	+2,151	New	+$225K	0.11%	20

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

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

Geometric Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, buying an estimated $16K and bringing the position to 5,742 shares worth $943K. The position accounts for 0.1% of the portfolio, ranked #32.

Geometric Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 16 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Geometric Wealth Advisors held 5,742 shares of iShares Core S&P Total US Stock Market ETF worth $943K as of Q2 2026.
Geometric Wealth Advisors bought 101 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $16K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Geometric Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Geometric Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.