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

GoalVest Advisory’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	$64.1K	Sell	390 -40	-9%	-$6.35K	0.01%	186
2026 Q1	$61.2K	Hold	430	–	–	0.01%	206
2025 Q4	$63.9K	Sell	430 -1,464	-77%	-$216K	0.01%	214
2025 Q3	$276K	Hold	1,894	–	–	0.06%	115
2025 Q2	$256K	Buy	1,894 +1,364	+257%	+$170K	0.06%	113
2025 Q1	$64.7K	Hold	530	–	–	0.02%	169
2024 Q4	$68.2K	Sell	530 -80	-13%	-$10.4K	0.02%	168
2024 Q3	$76.6K	Hold	610	–	–	0.02%	158
2024 Q2	$72.5K	Sell	610 -160	-21%	-$18.4K	0.02%	155
2024 Q1	$88.8K	Hold	770	–	–	0.03%	151
2023 Q4	$81K	Sell	770 -150	-16%	-$14.7K	0.04%	103
2023 Q3	$86.7K	Hold	920	–	–	0.04%	115
2023 Q2	$90K	Sell	920 -27	-3%	-$2.5K	0.05%	105
2023 Q1	$85.8K	Sell	947 -284	-23%	-$25.2K	0.05%	93
2022 Q4	$104K	Buy	1,231 +24	+2%	+$2.05K	0.07%	88
2022 Q3	$96K	Sell	1,207 -58	-5%	-$5.13K	0.07%	93
2022 Q2	$107K	Buy	1,265 +260	+26%	+$23.7K	0.07%	125
2022 Q1	$101K	Buy	+1,005	New	+$100K	0.06%	129
2021 Q2	$99K	Buy	+1,005	New	+$96.7K	0.06%	130
2021 Q1	–	Sell	-557	Closed	-$48K	–	199
2020 Q4	$48K	Buy	+557	New	+$45.1K	0.04%	119

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

GoalVest Advisory's ITOT Position: Q2 2026 in Review

GoalVest Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.3% in Q2 2026, selling an estimated $6.35K and leaving 390 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #186.

GoalVest Advisory first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $276K in Q3 2025. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

GoalVest Advisory held 390 shares of iShares Core S&P Total US Stock Market ETF worth $64.1K as of Q2 2026.
GoalVest Advisory sold 40 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.35K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #186 holding.
GoalVest Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
GoalVest Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $276K in Q3 2025.
349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.