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

Grand 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	$7.83M	Sell	47,695 -1,061	-2%	-$168K	3.27%	8
2026 Q1	$6.94M	Hold	48,756	–	–	3.27%	9
2025 Q4	$7.25M	Sell	48,756 -603	-1%	-$89K	3.29%	8
2025 Q3	$7.19M	Hold	49,359	–	–	3.47%	7
2025 Q2	$6.67M	Sell	49,359 -333	-0.7%	-$41.6K	3.43%	7
2025 Q1	$6.06M	Sell	49,692 -1,944	-4%	-$251K	3.33%	7
2024 Q4	$6.64M	Sell	51,636 -404	-0.8%	-$52.3K	3.7%	6
2024 Q3	$6.54M	Sell	52,040 -4,284	-8%	-$519K	3.69%	6
2024 Q2	$6.69M	Sell	56,324 -291	-0.5%	-$33.4K	3.97%	6
2024 Q1	$6.53M	Hold	56,615	–	–	3.11%	7
2023 Q4	$5.96M	Sell	56,615 -7,102	-11%	-$696K	3.23%	7
2023 Q3	$6M	Sell	63,717 -5	-0%	-$491	3.68%	6
2023 Q2	$6.23M	Sell	63,722 -1,084	-2%	-$100K	3.71%	6
2023 Q1	$5.87M	Buy	64,806 +1,077	+2%	+$95.6K	3.53%	6
2022 Q4	$5.4M	Sell	63,729 -1,732	-3%	-$148K	3.36%	6
2022 Q3	$5.21M	Buy	65,461 +49	+0.1%	+$4.33K	2.74%	8
2022 Q2	$5.48M	Hold	65,412	–	–	2.79%	8
2022 Q1	$6.6M	Sell	65,412 -267	-0.4%	-$26.6K	3.09%	7
2021 Q4	$7.03M	Buy	+65,679	New	+$6.86M	3.15%	7

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

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

Grand Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, selling an estimated $168K and leaving 47,695 shares worth $7.83M. The position accounts for 3.27% of the portfolio, ranked #8.

Grand Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Grand Wealth Management held 47,695 shares of iShares Core S&P Total US Stock Market ETF worth $7.83M as of Q2 2026.
Grand Wealth Management sold 1,061 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $168K.
iShares Core S&P Total US Stock Market ETF made up 3.27% of Grand Wealth Management's portfolio in Q2 2026, its #8 holding.
Grand Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.