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

GM Advisory 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 Q1	$53.8M	Buy	377,781 +37,599	+11%	+$5.59M	2.07%	10
2025 Q4	$50.6M	Buy	340,182 +55,079	+19%	+$8.13M	1.98%	11
2025 Q3	$41.5M	Buy	285,103 +31,033	+12%	+$4.35M	1.77%	13
2025 Q2	$34.3M	Buy	254,070 +45,066	+22%	+$5.62M	1.7%	15
2025 Q1	$25.5M	Buy	209,004 +102,643	+97%	+$13.2M	1.38%	20
2024 Q4	$13.7M	Buy	106,361 +16,396	+18%	+$2.12M	0.76%	28
2024 Q3	$11.3M	Buy	89,965 +20	+0%	+$2.42K	0.68%	32
2024 Q2	$10.7M	Sell	89,945 -6,307	-7%	-$724K	0.69%	31
2024 Q1	$11.1M	Buy	96,252 +588	+0.6%	+$64.5K	0.78%	27
2023 Q4	$10.1M	Buy	95,664 +48	+0.1%	+$4.7K	0.76%	26
2023 Q3	$9.01M	Hold	95,616	–	–	0.74%	26
2023 Q2	$9.36M	Buy	95,616 +16,539	+21%	+$1.53M	0.77%	27
2023 Q1	$7.16M	Buy	79,077 +35,372	+81%	+$3.14M	0.65%	27
2022 Q4	$3.71M	Sell	43,705 -399	-0.9%	-$34.1K	0.4%	35
2022 Q3	$3.51M	Hold	44,104	–	–	0.44%	27
2022 Q2	$3.69M	Sell	44,104 -5,005	-10%	-$456K	0.58%	28
2022 Q1	$4.96M	Sell	49,109 -5,938	-11%	-$592K	0.59%	29
2021 Q4	$5.89M	Buy	55,047 +24,488	+80%	+$2.56M	0.52%	35
2021 Q3	$3.01M	Buy	30,559 +372	+1%	+$37.6K	0.3%	51
2021 Q2	$2.98M	Sell	30,187 -3,752	-11%	-$361K	0.31%	51
2021 Q1	$3.11M	Buy	33,939 +23,537	+226%	+$2.11M	0.37%	43
2020 Q4	$897K	Buy	10,402 +4,971	+92%	+$403K	0.12%	78
2020 Q3	$410K	Buy	+5,431	New	+$405K	0.06%	107

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

GM Advisory Group's ITOT Position: Q1 2026 in Review

GM Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q1 2026, buying an estimated $5.59M and bringing the position to 377,781 shares worth $53.8M. The position accounts for 2.07% of the portfolio, ranked #10.

GM Advisory Group first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

GM Advisory Group held 377,781 shares of iShares Core S&P Total US Stock Market ETF worth $53.8M as of Q1 2026.
GM Advisory Group bought 37,599 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.59M.
iShares Core S&P Total US Stock Market ETF made up 2.07% of GM Advisory Group's portfolio in Q1 2026, its #10 holding.
GM Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 23 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.