Goelzer Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Goelzer Investment Management’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	$312K	Hold	1,898	–	–	0.01%	270
2026 Q1	$270K	Hold	1,898	–	–	0.01%	272
2025 Q4	$282K	Sell	1,898 -910	-32%	-$134K	0.01%	250
2025 Q3	$409K	Hold	2,808	–	–	0.02%	205
2025 Q2	$379K	Hold	2,808	–	–	0.02%	207
2025 Q1	$343K	Sell	2,808 -163	-5%	-$21K	0.02%	205
2024 Q4	$382K	Sell	2,971 -237	-7%	-$30.7K	0.02%	197
2024 Q3	$403K	Sell	3,208 -990	-24%	-$120K	0.02%	188
2024 Q2	$499K	Hold	4,198	–	–	0.03%	173
2024 Q1	$484K	Buy	+4,198	New	+$460K	0.03%	185
2023 Q4	–	Sell	-2,210	Closed	-$208K	–	233
2023 Q3	$208K	Hold	2,210	–	–	0.01%	218
2023 Q2	$216K	Sell	2,210 -355	-14%	-$32.8K	0.02%	216
2023 Q1	$232K	Hold	2,565	–	–	0.02%	217
2022 Q4	$218K	Sell	2,565 -840	-25%	-$71.7K	0.02%	229
2022 Q3	$271K	Buy	3,405 +840	+33%	+$74.3K	0.03%	210
2022 Q2	$215K	Hold	2,565	–	–	0.02%	212
2022 Q1	$259K	Sell	2,565 -87	-3%	-$8.68K	0.02%	203
2021 Q4	$284K	Buy	+2,652	New	+$277K	0.02%	207

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

Goelzer Investment Management's ITOT Position: Q2 2026 in Review

Goelzer Investment Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,898 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #270.

Goelzer Investment Management first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $499K in Q2 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Goelzer Investment Management held 1,898 shares of iShares Core S&P Total US Stock Market ETF worth $312K as of Q2 2026.
Goelzer Investment Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #270 holding.
Goelzer Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Goelzer Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $499K in Q2 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.