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Golden State Equity Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Golden State Equity Partners’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 		– Sell
-2,774
Closed -$395K – 1028
2026
Q1 		$395K Buy
+2,774
New +$412K 0.03% 511

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Golden State Equity Partners's ITOT Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 2,774 shares — an estimated $395K sold.

Golden State Equity Partners first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $395K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,774 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $395K.
  • Golden State Equity Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Core S&P Total US Stock Market ETF position peaked at $395K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.