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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$735K Buy
4,473
+2,612
+140% +$415K 0.48% 43
2026
Q1
$265K Buy
1,861
+3
+0.2% +$446 0.19% 74
2025
Q4
$276K Buy
+1,858
New +$274K 0.21% 69

Other funds holding ITOT

Goldenstone Wealth Management's ITOT Position: Q2 2026 in Review

Goldenstone Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 140% in Q2 2026, buying an estimated $415K and bringing the position to 4,473 shares worth $735K. The position accounts for 0.48% of the portfolio, ranked #43.

Goldenstone Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Goldenstone Wealth Management held 4,473 shares of iShares Core S&P Total US Stock Market ETF worth $735K as of Q2 2026.
  • Goldenstone Wealth Management bought 2,612 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $415K.
  • iShares Core S&P Total US Stock Market ETF made up 0.48% of Goldenstone Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Goldenstone Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.