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ITOT icon

Gleason Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gleason Group’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 		$22.3M Sell
136,029
-1,100
-0.8% -$175K 1.95% 10
2026
Q1 		$19.5M Sell
137,129
-1,941
-1% -$289K 1.93% 12
2025
Q4 		$20.7M Sell
139,070
-258
-0.2% -$38.1K 2.03% 11
2025
Q3 		$20.3M Sell
139,328
-7,556
-5% -$1.06M 2.04% 11
2025
Q2 		$19.8M Sell
146,884
-600
-0.4% -$74.9K 2.15% 11
2025
Q1 		$18M Sell
147,484
-4,596
-3% -$592K 3.25% 8
2024
Q4 		$19.6M Sell
152,080
-516
-0.3% -$66.8K 3.44% 8
2024
Q3 		$19.2M Buy
152,596
+2,202
+1% +$267K 3.51% 8
2024
Q2 		$17.9M Buy
150,394
+2,361
+2% +$271K 3.63% 8
2024
Q1 		$17.1M Sell
148,033
-618
-0.4% -$67.8K 3.57% 8
2023
Q4 		$15.6M Buy
148,651
+1,222
+0.8% +$120K 3.59% 8
2023
Q3 		$13.9M Buy
147,429
+507
+0.3% +$49.8K 3.65% 8
2023
Q2 		$14.4M Sell
146,922
-300
-0.2% -$27.7K 3.73% 8
2023
Q1 		$13.3M Buy
147,222
+339
+0.2% +$30.1K 3.83% 8
2022
Q4 		$12.5M Buy
146,883
+8,610
+6% +$735K 3.91% 8
2022
Q3 		$11M Buy
138,273
+290
+0.2% +$25.6K 3.79% 7
2022
Q2 		$11.6M Sell
137,983
-64
-0% -$5.83K 3.98% 7
2022
Q1 		$13.9M Buy
138,047
+1,174
+0.9% +$117K 4.14% 7
2021
Q4 		$14.6M Buy
136,873
+372
+0.3% +$38.9K 4.78% 7
2021
Q3 		$13.4M Buy
136,501
+568
+0.4% +$57.4K 4.85% 7
2021
Q2 		$13.4M Sell
135,933
-127
-0.1% -$12.2K 4.87% 7
2021
Q1 		$12.5M Sell
136,060
-3,689
-3% -$331K 4.91% 7
2020
Q4 		$12M Sell
139,749
-1,334
-0.9% -$108K 5.78% 7
2020
Q3 		$10.7M Sell
141,083
-1,998
-1% -$149K 6.15% 7
2020
Q2 		$9.94M Buy
143,081
+381
+0.3% +$24.9K 6.15% 7
2020
Q1 		$8.16M Buy
142,700
+4,994
+4% +$343K 6.46% 7
2019
Q4 		$10M Buy
+137,706
New +$9.58M 5.97% 7

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Gleason Group's ITOT Position: Q2 2026 in Review

Gleason Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.8% in Q2 2026, selling an estimated $175K and leaving 136,029 shares worth $22.3M. The position accounts for 1.95% of the portfolio, ranked #10.

Gleason Group first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Gleason Group held 136,029 shares of iShares Core S&P Total US Stock Market ETF worth $22.3M as of Q2 2026.
  • Gleason Group sold 1,100 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $175K.
  • iShares Core S&P Total US Stock Market ETF made up 1.95% of Gleason Group's portfolio in Q2 2026, its #10 holding.
  • Gleason Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.