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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Great Waters Wealth Management's ITOT Position: Q2 2026 in Review

Great Waters Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q2 2026, selling an estimated $12.4K and leaving 2,822 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #74.

Great Waters Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,718 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Great Waters Wealth Management held 2,822 shares of iShares Core S&P Total US Stock Market ETF worth $464K as of Q2 2026.
Great Waters Wealth Management sold 78 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.4K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Great Waters Wealth Management's portfolio in Q2 2026, its #74 holding.
Great Waters Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.