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 Q2	$456K	Buy	2,777 +7	+0.3%	+$1.11K	0.32%	31
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 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

Greenhouse Wealth Management's ITOT Position: Q2 2026 in Review

Greenhouse Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.25% in Q2 2026, buying an estimated $1.11K and bringing the position to 2,777 shares worth $456K. The position accounts for 0.32% of the portfolio, ranked #31.

Greenhouse Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2024. 1,715 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Greenhouse Wealth Management held 2,777 shares of iShares Core S&P Total US Stock Market ETF worth $456K as of Q2 2026.
Greenhouse Wealth Management bought 7 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.11K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Greenhouse Wealth Management's portfolio in Q2 2026, its #31 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 19 quarters since.
Greenhouse Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.03M in Q4 2024.
1,715 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.