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

GeoWealth Management’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	$6.5M	Sell	39,552 -1,060	-3%	-$168K	0.2%	62
2026 Q1	$5.78M	Sell	40,612 -345	-0.8%	-$51.3K	0.21%	58
2025 Q4	$6.09M	Sell	40,957 -768	-2%	-$113K	0.22%	58
2025 Q3	$6.08M	Sell	41,725 -2,449	-6%	-$343K	0.22%	61
2025 Q2	$5.97M	Sell	44,174 -2,122	-5%	-$265K	0.23%	56
2025 Q1	$5.65M	Buy	46,296 +84	+0.2%	+$10.8K	0.23%	58
2024 Q4	$5.94M	Sell	46,212 -2,029	-4%	-$263K	0.19%	83
2024 Q3	$6.06M	Buy	48,241 +2,035	+4%	+$246K	0.21%	84
2024 Q2	$5.49M	Sell	46,206 -7,253	-14%	-$832K	0.24%	64
2024 Q1	$6.16M	Buy	+53,459	New	+$5.86M	0.24%	80
2023 Q4	–	Sell	-2,689	Closed	-$253K	–	701
2023 Q3	$253K	Buy	+2,689	New	+$264K	0.03%	256
2022 Q2	–	Sell	-5,431	Closed	-$548K	–	361
2022 Q1	$548K	Sell	5,431 -45,005	-89%	-$4.49M	0.05%	193
2021 Q4	$5.4M	Buy	50,436 +47,440	+1,583%	+$4.96M	0.44%	58
2021 Q3	$295K	Buy	+2,996	New	+$303K	0.02%	265
2020 Q4	–	Sell	-75,430	Closed	-$5.69M	–	215
2020 Q3	$5.69M	Sell	75,430 -10,105	-12%	-$754K	1.72%	12
2020 Q2	$5.94M	Sell	85,535 -63,026	-42%	-$4.12M	2.46%	9
2020 Q1	$8.5M	Buy	148,561 +8,331	+6%	+$572K	6.01%	2
2019 Q4	$10.2M	Buy	140,230 +135,314	+2,753%	+$9.42M	5.48%	2
2019 Q3	$330K	Sell	4,916 -9,364	-66%	-$627K	0.07%	138
2019 Q2	$951K	Buy	+14,280	New	+$936K	2.5%	10

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

GeoWealth Management's ITOT Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, selling an estimated $168K and leaving 39,552 shares worth $6.5M. The position accounts for 0.2% of the portfolio, ranked #62.

GeoWealth Management first reported a position in ITOT in Q2 2019 and has held it in 20 quarters since. The position peaked at $10.2M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

GeoWealth Management held 39,552 shares of iShares Core S&P Total US Stock Market ETF worth $6.5M as of Q2 2026.
GeoWealth Management sold 1,060 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $168K.
iShares Core S&P Total US Stock Market ETF made up 0.2% of GeoWealth Management's portfolio in Q2 2026, its #62 holding.
GeoWealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 20 quarters since.
GeoWealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $10.2M in Q4 2019.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.