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

Glassy Mountain 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	–	Sell	-281	Closed	-$40K	–	80
2026 Q1	$40K	Hold	281	–	–	0.01%	71
2025 Q4	$41.8K	Hold	281	–	–	0.01%	73
2025 Q3	$40.9K	Buy	+281	New	+$39.4K	0.01%	74
2023 Q1	–	Sell	-281	Closed	-$23.8K	–	118
2022 Q4	$23.8K	Buy	+281	New	+$24K	0.01%	154

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

Glassy Mountain Advisors's ITOT Position: Q2 2026 in Review

Glassy Mountain Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 281 shares — an estimated $40K sold.

Glassy Mountain Advisors first reported a position in ITOT in Q4 2022 and held it in 4 quarters. The position peaked at $41.8K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Glassy Mountain Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Glassy Mountain Advisors sold 281 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $40K.
Glassy Mountain Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 4 quarters.
Glassy Mountain Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $41.8K in Q4 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.