GVAG
ITOT icon

Great Valley Advisor Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Great Valley Advisor Group’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 		$29.8M Buy
208,943
+63
+0% +$9.37K 0.54% 48
2025
Q4 		$31.1M Buy
208,880
+36,198
+21% +$5.34M 0.6% 42
2025
Q3 		$25.2M Sell
172,682
-6,639
-4% -$931K 0.5% 53
2025
Q2 		$24.2M Buy
179,321
+10,115
+6% +$1.26M 0.54% 49
2025
Q1 		$20.6M Sell
169,206
-10,495
-6% -$1.35M 0.44% 60
2024
Q4 		$23.1M Buy
179,701
+13,025
+8% +$1.69M 0.52% 45
2024
Q3 		$20.9M Buy
166,676
+99,178
+147% +$12M 0.51% 48
2024
Q2 		$8.02M Buy
67,498
+7,107
+12% +$816K 0.22% 107
2024
Q1 		$6.96M Buy
60,391
+3,118
+5% +$342K 0.21% 116
2023
Q4 		$6.03M Buy
57,273
+1,646
+3% +$161K 0.21% 122
2023
Q3 		$5.24M Sell
55,627
-13,805
-20% -$1.36M 0.22% 118
2023
Q2 		$6.79M Sell
69,432
-4,540
-6% -$420K 0.28% 95
2023
Q1 		$6.7M Buy
73,972
+1,722
+2% +$153K 0.31% 86
2022
Q4 		$6.13M Sell
72,250
-8,104
-10% -$692K 0.31% 83
2022
Q3 		$6.39M Buy
80,354
+94
+0.1% +$8.31K 0.36% 68
2022
Q2 		$6.72M Buy
80,260
+3,747
+5% +$341K 0.37% 69
2022
Q1 		$7.72M Buy
76,513
+10,019
+15% +$999K 0.45% 56
2021
Q4 		$7.11M Buy
66,494
+9,871
+17% +$1.03M 0.44% 55
2021
Q3 		$5.57M Buy
56,623
+12,197
+27% +$1.23M 0.38% 64
2021
Q2 		$4.39M Buy
44,426
+12,373
+39% +$1.19M 0.32% 78
2021
Q1 		$2.94M Buy
32,053
+10,004
+45% +$897K 0.28% 84
2020
Q4 		$1.9M Buy
22,049
+2,805
+15% +$227K 0.2% 114
2020
Q3 		$1.45M Sell
19,244
-8,995
-32% -$671K 0.18% 126
2020
Q2 		$1.96M Buy
28,239
+377
+1% +$24.6K 0.32% 88
2020
Q1 		$1.59M Sell
27,862
-6,238
-18% -$428K 0.42% 66
2019
Q4 		$2.48M Buy
34,100
+342
+1% +$23.8K 0.55% 50
2019
Q3 		$2.26M Buy
33,758
+1,864
+6% +$125K 0.55% 54
2019
Q2 		$2.13M Buy
31,894
+2,063
+7% +$135K 0.53% 58
2019
Q1 		$1.92M Sell
29,831
-145,170
-83% -$9M 0.61% 41
2018
Q4 		$15.3M Buy
+175,001
New +$10.8M 5.72% 1

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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 Valley Advisor Group's ITOT Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q1 2026, buying an estimated $9.37K and bringing the position to 208,943 shares worth $29.8M. The position accounts for 0.54% of the portfolio, ranked #48.

Great Valley Advisor Group first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $31.1M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Great Valley Advisor Group held 208,943 shares of iShares Core S&P Total US Stock Market ETF worth $29.8M as of Q1 2026.
  • Great Valley Advisor Group bought 63 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.37K.
  • iShares Core S&P Total US Stock Market ETF made up 0.54% of Great Valley Advisor Group's portfolio in Q1 2026, its #48 holding.
  • Great Valley Advisor Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's iShares Core S&P Total US Stock Market ETF position peaked at $31.1M in Q4 2025.
  • 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 Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.