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

Grant Private 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
2025
Q3 		– Sell
-1,486
Closed -$201K – 153
2025
Q2 		$201K Buy
+1,486
New +$185K 0.11% 69

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Wealthfront Advisers
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AllianceBernstein
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LPL Financial
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Grant Private Wealth Management's ITOT Position: Q3 2025 in Review

Grant Private Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 1,486 shares — an estimated $201K sold.

Grant Private Wealth Management first reported a position in ITOT in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 1,522 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Grant Private Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 1,486 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $201K.
  • Grant Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $201K in Q2 2025.
  • 1,522 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.