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Gerber Kawasaki Wealth & Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.74M Buy
10,589
+2,783
+36% +$442K 0.05% 136
2026
Q1 		$1.11M Buy
7,806
+534
+7% +$79.4K 0.04% 155
2025
Q4 		$1.08M Sell
7,272
-13
-0.2% -$1.92K 0.04% 156
2025
Q3 		$1.06M Buy
7,285
+1,681
+30% +$236K 0.04% 153
2025
Q2 		$757K Buy
5,604
+2,015
+56% +$251K 0.03% 164
2025
Q1 		$438K Buy
3,589
+209
+6% +$26.9K 0.02% 202
2024
Q4 		$435K Buy
3,380
+791
+31% +$102K 0.02% 199
2024
Q3 		$325K Buy
2,589
+632
+32% +$76.5K 0.02% 222
2024
Q2 		$233K Buy
1,957
+5
+0.3% +$574 0.01% 252
2024
Q1 		$225K Buy
+1,952
New +$214K 0.01% 255
2022
Q3 		– Sell
-1,731
Closed -$301K – 252
2022
Q2 		$301K Buy
+1,731
New +$158K 0.03% 189
2021
Q4 		– Sell
-3
Closed -$3K – 679
2021
Q3 		$3K Buy
+3
New +$303 ﹤0.01% 831

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ITOT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 36% in Q2 2026, buying an estimated $442K and bringing the position to 10,589 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #136.

Gerber Kawasaki Wealth & Investment Management first reported a position in ITOT in Q3 2021 and has held it in 12 quarters since. 1,393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 10,589 shares of iShares Core S&P Total US Stock Market ETF worth $1.74M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 2,783 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $442K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #136 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 12 quarters since.
  • 1,393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.