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

Greenhouse 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
Q1 		$395K Buy
+2,770
New +$412K 0.24% 40
2025
Q1 		– Sell
-7,985
Closed -$1.03M – 56
2024
Q4 		$1.03M Buy
7,985
+29
+0.4% +$3.75K 0.68% 20
2024
Q3 		$999K Buy
7,956
+29
+0.4% +$3.51K 0.67% 20
2024
Q2 		$942K Buy
7,927
+23
+0.3% +$2.64K 0.69% 20
2024
Q1 		$911K Buy
7,904
+21
+0.3% +$2.3K 0.68% 20
2023
Q4 		$830K Buy
7,883
+72
+0.9% +$7.06K 0.67% 20
2023
Q3 		$736K Hold
7,811
– – 0.66% 22
2023
Q2 		$764K Buy
7,811
+23
+0.3% +$2.13K 0.67% 22
2023
Q1 		$705K Buy
7,788
+30
+0.4% +$2.66K 0.67% 23
2022
Q4 		$658K Buy
7,758
+76
+1% +$6.49K 0.66% 23
2022
Q3 		$611K Hold
7,682
– – 0.68% 20
2022
Q2 		$644K Buy
7,682
+25
+0.3% +$2.28K 0.69% 22
2022
Q1 		$773K Buy
7,657
+25
+0.3% +$2.49K 0.72% 20
2021
Q4 		$817K Buy
7,632
+55
+0.7% +$5.75K 0.73% 19
2021
Q3 		$745K Hold
7,577
– – 0.71% 19
2021
Q2 		$748K Buy
7,577
+43
+0.6% +$4.13K 0.69% 20
2021
Q1 		$690K Sell
7,534
-875
-10% -$78.5K 0.68% 24
2020
Q4 		$725K Buy
+8,409
New +$681K 0.72% 23

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

Greenhouse Wealth Management's ITOT Position: Q1 2026 in Review

Greenhouse Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 2,770 shares worth $395K. The stake represents 0.24% of the portfolio and ranks #40 among its holdings. This is a return to the name: Greenhouse Wealth Management previously reported a position in ITOT as recently as Q4 2024.

Greenhouse Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Greenhouse Wealth Management held 2,770 shares of iShares Core S&P Total US Stock Market ETF worth $395K as of Q1 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Greenhouse Wealth Management position in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.24% of Greenhouse Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Greenhouse Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
  • Greenhouse Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.03M in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.