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

Graybill 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
Q2 		– Sell
-853
Closed -$104K – 115
2025
Q1 		$104K Buy
+853
New +$110K 0.04% 90

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Graybill Wealth Management's ITOT Position: Q2 2025 in Review

Graybill Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 853 shares — an estimated $104K sold.

Graybill Wealth Management first reported a position in ITOT in Q1 2025 and held it in 1 quarter. The position peaked at $104K in Q1 2025. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Graybill Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 853 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $104K.
  • Graybill Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $104K in Q1 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.