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

Great Waters 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	$464K	Sell	2,822 -78	-3%	-$12.4K	0.04%	74
2026 Q1	$413K	Buy	2,900 +46	+2%	+$6.84K	0.04%	69
2025 Q4	$424K	Buy	2,854 +43	+2%	+$6.35K	0.05%	71
2025 Q3	$409K	Sell	2,811 -1	-0%	-$140	0.05%	72
2025 Q2	$380K	Sell	2,812 -86	-3%	-$10.7K	0.05%	71
2025 Q1	$354K	Hold	2,898	–	–	0.05%	71
2024 Q4	$373K	Buy	2,898 +424	+17%	+$54.9K	0.05%	75
2024 Q3	$311K	Hold	2,474	–	–	0.04%	83
2024 Q2	$294K	Buy	+2,474	New	+$284K	0.04%	82

Other funds holding ITOT

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return