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

Great Point Wealth 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 Q1	$2.62M	Sell	18,420 -506	-3%	-$75.2K	0.48%	30
2025 Q4	$2.81M	Sell	18,926 -349	-2%	-$51.5K	0.51%	30
2025 Q3	$2.81M	Buy	+19,275	New	+$2.7M	0.53%	29
2025 Q1	$2.41M	Sell	19,784 -253	-1%	-$32.6K	0.52%	28
2024 Q4	$2.58M	Sell	20,037 -241	-1%	-$31.2K	0.56%	28
2024 Q3	$2.55M	Sell	20,278 -232	-1%	-$28.1K	0.54%	30
2024 Q2	$2.44M	Sell	20,510 -772	-4%	-$88.6K	0.56%	30
2024 Q1	$2.45M	Sell	21,282 -46,032	-68%	-$5.05M	0.57%	32
2023 Q4	$7.08M	Sell	67,314 -2,317	-3%	-$227K	1.84%	19
2023 Q3	$6.56M	Sell	69,631 -1,079	-2%	-$106K	1.97%	19
2023 Q2	$6.92M	Sell	70,710 -2,527	-3%	-$234K	2.08%	19
2023 Q1	$6.63M	Sell	73,237 -452	-0.6%	-$40.1K	2.1%	18
2022 Q4	$6.25M	Sell	73,689 -4,793	-6%	-$409K	2.1%	18
2022 Q3	$6.24M	Sell	78,482 -536	-0.7%	-$47.4K	2.33%	15
2022 Q2	$6.62M	Sell	79,018 -1,382	-2%	-$126K	2.35%	15
2022 Q1	$8.12M	Sell	80,400 -702	-0.9%	-$70K	2.53%	12
2021 Q4	$8.68M	Sell	81,102 -951	-1%	-$99.4K	2.66%	12
2021 Q3	$8.07M	Sell	82,053 -2,303	-3%	-$233K	2.77%	12
2021 Q2	$8.33M	Sell	84,356 -766	-0.9%	-$73.7K	2.91%	12
2021 Q1	$7.8M	Sell	85,122 -10,724	-11%	-$962K	2.98%	13
2020 Q4	$8.26M	Sell	95,846 -999	-1%	-$80.9K	3.55%	14
2020 Q3	$6.72M	Hold	96,845	–	–	3.47%	11
2020 Q2	$6.72M	Sell	96,845 -102	-0.1%	-$6.67K	3.47%	11
2020 Q1	$5.55M	Sell	96,947 -442	-0.5%	-$30.3K	4.64%	8
2019 Q4	$7.08M	Buy	97,389 +4,524	+5%	+$315K	4.38%	8
2019 Q3	$6.23M	Buy	92,865 +11,833	+15%	+$793K	4.24%	7
2019 Q2	$5.4M	Buy	81,032 +2,080	+3%	+$136K	4.36%	8
2019 Q1	$5.08M	Buy	78,952 +10,800	+16%	+$670K	4.32%	7
2018 Q4	$3.87M	Buy	+68,152	New	+$4.19M	3.66%	9

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Great Point Wealth Advisors's ITOT Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q1 2026, selling an estimated $75.2K and leaving 18,420 shares worth $2.62M. The position accounts for 0.48% of the portfolio, ranked #30.

Great Point Wealth Advisors first reported a position in ITOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.68M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Great Point Wealth Advisors held 18,420 shares of iShares Core S&P Total US Stock Market ETF worth $2.62M as of Q1 2026.
Great Point Wealth Advisors sold 506 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $75.2K.
iShares Core S&P Total US Stock Market ETF made up 0.48% of Great Point Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Great Point Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
Great Point Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $8.68M in Q4 2021.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.