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Gladstone Institutional Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gladstone Institutional Advisory’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 		$3.76M Sell
22,865
-651
-3% -$103K 0.12% 182
2026
Q1 		$3.35M Sell
23,516
-749
-3% -$111K 0.12% 183
2025
Q4 		$3.61M Sell
24,265
-3,605
-13% -$532K 0.14% 166
2025
Q3 		$4.06M Sell
27,870
-656
-2% -$92K 0.16% 143
2025
Q2 		$3.85M Sell
28,526
-510
-2% -$63.6K 0.16% 146
2025
Q1 		$3.54M Buy
29,036
+507
+2% +$65.3K 0.17% 145
2024
Q4 		$3.67M Sell
28,529
-658
-2% -$85.2K 0.17% 138
2024
Q3 		$3.67M Buy
29,187
+171
+0.6% +$20.7K 0.18% 141
2024
Q2 		$3.45M Sell
29,016
-2,585
-8% -$297K 0.18% 148
2024
Q1 		$3.64M Sell
31,601
-3,157
-9% -$346K 0.2% 140
2023
Q4 		$3.66M Buy
34,758
+4,895
+16% +$480K 0.21% 130
2023
Q3 		$2.81M Sell
29,863
-2,611
-8% -$257K 0.18% 145
2023
Q2 		$3.18M Sell
32,474
-5,690
-15% -$526K 0.19% 133
2023
Q1 		$3.46M Sell
38,164
-15,435
-29% -$1.37M 0.22% 134
2022
Q4 		$4.55M Sell
53,599
-4,141
-7% -$353K 0.32% 87
2022
Q3 		$4.59M Sell
57,740
-944
-2% -$83.5K 0.36% 68
2022
Q2 		$4.92M Sell
58,684
-1,883
-3% -$172K 0.39% 58
2022
Q1 		$6.11M Buy
60,567
+7,187
+13% +$717K 0.41% 55
2021
Q4 		$5.71M Sell
53,380
-1,248
-2% -$130K 0.44% 59
2021
Q3 		$5.37M Buy
54,628
+4,299
+9% +$435K 0.52% 43
2021
Q2 		$4.97M Sell
50,329
-1,523
-3% -$146K 0.59% 38
2021
Q1 		$4.75M Buy
51,852
+1,228
+2% +$110K 0.74% 34
2020
Q4 		$4.37M Sell
50,624
-23,252
-31% -$1.88M 0.87% 28
2020
Q3 		$5.58M Sell
73,876
-34,770
-32% -$2.59M 1.33% 17
2020
Q2 		$7.54M Sell
108,646
-34,523
-24% -$2.26M 1.92% 14
2020
Q1 		$8.19M Buy
143,169
+39,766
+38% +$2.73M 2.11% 8
2019
Q4 		$7.52M Buy
103,403
+18,875
+22% +$1.31M 1.84% 12
2019
Q3 		$5.67M Buy
84,528
+4,293
+5% +$288K 1.44% 16
2019
Q2 		$5.35M Buy
80,235
+10,180
+15% +$667K 1.63% 11
2019
Q1 		$4.51M Buy
70,055
+62,002
+770% +$3.85M 1.66% 14
2018
Q4 		$457K Buy
+8,053
New +$495K 0.27% 90

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Gladstone Institutional Advisory's ITOT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q2 2026, selling an estimated $103K and leaving 22,865 shares worth $3.76M. The position accounts for 0.12% of the portfolio, ranked #182.

Gladstone Institutional Advisory first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.19M in Q1 2020. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Gladstone Institutional Advisory held 22,865 shares of iShares Core S&P Total US Stock Market ETF worth $3.76M as of Q2 2026.
  • Gladstone Institutional Advisory sold 651 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $103K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #182 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $8.19M in Q1 2020.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.