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

Golden State Wealth 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	$704K	Buy	4,284 +229	+6%	+$36.3K	0.06%	234
2026 Q1	$578K	Sell	4,055 -776	-16%	-$115K	0.06%	229
2025 Q4	$718K	Buy	4,831 +236	+5%	+$34.8K	0.08%	204
2025 Q3	$669K	Sell	4,595 -317	-6%	-$44.5K	0.07%	201
2025 Q2	$663K	Sell	4,912 -150	-3%	-$18.7K	0.08%	188
2025 Q1	$618K	Sell	5,062 -98	-2%	-$12.6K	0.09%	174
2024 Q4	$664K	Buy	+5,160	New	+$668K	0.1%	165
2022 Q1	$308K	Sell	3,047 -256	-8%	-$25.5K	0.06%	234
2021 Q4	$353K	Buy	3,303 +43	+1%	+$4.5K	0.06%	265
2021 Q3	$321K	Buy	3,260 +341	+12%	+$34.5K	0.07%	220
2021 Q2	$288K	Buy	2,919 +6	+0.2%	+$577	0.06%	232
2021 Q1	$266K	Sell	2,913 -194	-6%	-$17.4K	0.09%	159
2020 Q4	$268K	Sell	3,107 -50	-2%	-$4.05K	0.08%	196
2020 Q3	$238K	Buy	+3,157	New	+$236K	0.08%	172
2020 Q2	–	Sell	-44,670	Closed	-$2.56M	–	547
2020 Q1	$2.56M	Buy	+44,670	New	+$3.07M	1.13%	18
2019 Q4	–	Sell	-48,350	Closed	-$3.24M	–	493
2019 Q3	$3.24M	Sell	48,350 -5,830	-11%	-$391K	1.07%	21
2019 Q2	$3.61M	Sell	54,180 -7,723	-12%	-$506K	1.15%	20
2019 Q1	$3.99M	Buy	+61,903	New	+$3.84M	1.33%	13

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

Golden State Wealth Management's ITOT Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.6% in Q2 2026, buying an estimated $36.3K and bringing the position to 4,284 shares worth $704K. The position accounts for 0.06% of the portfolio, ranked #234.

Golden State Wealth Management first reported a position in ITOT in Q1 2019 and has held it in 18 quarters since. The position peaked at $3.99M in Q1 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Golden State Wealth Management held 4,284 shares of iShares Core S&P Total US Stock Market ETF worth $704K as of Q2 2026.
Golden State Wealth Management bought 229 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $36.3K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #234 holding.
Golden State Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 18 quarters since.
Golden State Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.99M in Q1 2019.
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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.