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Goldstein Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Goldstein Advisors’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 		$205M Buy
1,245,712
+472,861
+61% +$75.1M 18.7% 1
2026
Q1 		$110M Buy
772,851
+136,187
+21% +$20.3M 12.23% 1
2025
Q4 		$94.7M Buy
636,664
+6,264
+1% +$924K 10.79% 1
2025
Q3 		$91.8M Buy
630,400
+119,236
+23% +$16.7M 11.16% 1
2025
Q2 		$69M Sell
511,164
-245,801
-32% -$30.7M 9.27% 1
2025
Q1 		$92.4M Sell
756,965
-27,334
-3% -$3.52M 13.5% 1
2024
Q4 		$101M Sell
784,299
-55,352
-7% -$7.17M 14.65% 1
2024
Q3 		$105M Sell
839,651
-15,072
-2% -$1.82M 16.03% 1
2024
Q2 		$102M Buy
854,723
+24,280
+3% +$2.79M 16.98% 1
2024
Q1 		$95.8M Buy
830,443
+10,762
+1% +$1.18M 16.35% 1
2023
Q4 		$86.3M Buy
819,681
+10,249
+1% +$1M 14.55% 1
2023
Q3 		$76.2M Buy
809,432
+35,915
+5% +$3.53M 15.91% 1
2023
Q2 		$75.7M Sell
773,517
-26,129
-3% -$2.42M 15.85% 1
2023
Q1 		$72.4M Buy
799,646
+157,143
+24% +$14M 15.92% 1
2022
Q4 		$54.5M Buy
+642,503
New +$54.8M 13.19% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Goldstein Advisors's ITOT Position: Q2 2026 in Review

Goldstein Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 61% in Q2 2026, buying an estimated $75.1M and bringing the position to 1,245,712 shares worth $205M. The position accounts for 18.7% of the portfolio, ranked #1.

Goldstein Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Goldstein Advisors held 1,245,712 shares of iShares Core S&P Total US Stock Market ETF worth $205M as of Q2 2026.
  • Goldstein Advisors bought 472,861 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $75.1M.
  • iShares Core S&P Total US Stock Market ETF made up 18.7% of Goldstein Advisors's portfolio in Q2 2026, its #1 holding.
  • Goldstein Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 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 Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.