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

Glassman Wealth Services’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	$283K	Hold	1,725	–	–	0.03%	71
2026 Q1	$246K	Hold	1,725	–	–	0.03%	69
2025 Q4	$256K	Hold	1,725	–	–	0.03%	69
2025 Q3	$251K	Hold	1,725	–	–	0.04%	68
2025 Q2	$233K	Sell	1,725 -503	-23%	-$62.8K	0.04%	71
2025 Q1	$272K	Hold	2,228	–	–	0.05%	60
2024 Q4	$287K	Hold	2,228	–	–	0.05%	55
2024 Q3	$280K	Hold	2,228	–	–	0.05%	58
2024 Q2	$265K	Hold	2,228	–	–	0.05%	63
2024 Q1	$257K	Hold	2,228	–	–	0.05%	60
2023 Q4	$234K	Hold	2,228	–	–	0.03%	166
2023 Q3	$210K	Hold	2,228	–	–	0.03%	163
2023 Q2	$218K	Hold	2,228	–	–	0.04%	160
2023 Q1	$202K	Hold	2,228	–	–	0.04%	168
2022 Q4	$189K	Hold	2,228	–	–	0.03%	182
2022 Q3	$177K	Hold	2,228	–	–	0.04%	169
2022 Q2	$187K	Hold	2,228	–	–	0.04%	166
2022 Q1	$225K	Hold	2,228	–	–	0.04%	153
2021 Q4	$238K	Buy	+2,228	New	+$233K	0.04%	137

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

Glassman Wealth Services's ITOT Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,725 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #71.

Glassman Wealth Services first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $287K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Glassman Wealth Services held 1,725 shares of iShares Core S&P Total US Stock Market ETF worth $283K as of Q2 2026.
Glassman Wealth Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Glassman Wealth Services's portfolio in Q2 2026, its #71 holding.
Glassman Wealth Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Glassman Wealth Services's iShares Core S&P Total US Stock Market ETF position peaked at $287K in Q4 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.