GWSA
ITOT icon

Global Wealth Strategies & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q2 		– Sell
-65
Closed -$7.93K – 420
2025
Q1 		$7.93K Buy
+65
New +$8.38K ﹤0.01% 286

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Strategies & Associates's ITOT Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 65 shares — an estimated $7.93K sold.

Global Wealth Strategies & Associates first reported a position in ITOT in Q1 2025 and held it in 1 quarter. The position peaked at $7.93K in Q1 2025. 1,469 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 65 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $7.93K.
  • Global Wealth Strategies & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $7.93K in Q1 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.