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Greatmark Investment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Greatmark Investment Partners’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 		$452K Buy
2,750
+8
+0.3% +$1.27K 0.05% 116
2026
Q1 		$391K Buy
2,742
+6
+0.2% +$892 0.05% 110
2025
Q4 		$407K Buy
2,736
+9
+0.3% +$1.33K 0.05% 110
2025
Q3 		$397K Buy
2,727
+7
+0.3% +$982 0.05% 106
2025
Q2 		$367K Buy
2,720
+8
+0.3% +$998 0.05% 105
2025
Q1 		$331K Buy
2,712
+8
+0.3% +$1.03K 0.05% 111
2024
Q4 		$348K Buy
2,704
+10
+0.4% +$1.29K 0.05% 110
2024
Q3 		$338K Buy
2,694
+10
+0.4% +$1.21K 0.05% 110
2024
Q2 		$319K Sell
2,684
-122
-4% -$14K 0.05% 107
2024
Q1 		$324K Buy
2,806
+7
+0.3% +$768 0.05% 107
2023
Q4 		$295K Buy
2,799
+26
+0.9% +$2.55K 0.05% 110
2023
Q3 		$261K Hold
2,773
– – 0.05% 113
2023
Q2 		$271K Buy
+2,773
New +$256K 0.05% 116

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Greatmark Investment Partners's ITOT Position: Q2 2026 in Review

Greatmark Investment Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.29% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,750 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #116.

Greatmark Investment Partners first reported a position in ITOT in Q2 2023 and has held it in 13 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Greatmark Investment Partners held 2,750 shares of iShares Core S&P Total US Stock Market ETF worth $452K as of Q2 2026.
  • Greatmark Investment Partners bought 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Greatmark Investment Partners's portfolio in Q2 2026, its #116 holding.
  • Greatmark Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.