Greenwood Gearhart’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Greenwood Gearhart’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	$6.33M	Sell	38,546 -802	-2%	-$127K	0.29%	51
2026 Q1	$5.6M	Sell	39,348 -12,189	-24%	-$1.81M	0.3%	49
2025 Q4	$7.66M	Sell	51,537 -15,401	-23%	-$2.27M	0.42%	45
2025 Q3	$9.75M	Sell	66,938 -1,609	-2%	-$226K	0.56%	41
2025 Q2	$9.26M	Sell	68,547 -10,597	-13%	-$1.32M	0.58%	42
2025 Q1	$9.66M	Sell	79,144 -659	-0.8%	-$84.9K	0.67%	36
2024 Q4	$10.3M	Buy	+79,803	New	+$10.3M	0.71%	38

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Greenwood Gearhart's ITOT Position: Q2 2026 in Review

Greenwood Gearhart reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2026, selling an estimated $127K and leaving 38,546 shares worth $6.33M. The position accounts for 0.29% of the portfolio, ranked #51.

Greenwood Gearhart first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3M in Q4 2024. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Greenwood Gearhart held 38,546 shares of iShares Core S&P Total US Stock Market ETF worth $6.33M as of Q2 2026.
Greenwood Gearhart sold 802 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $127K.
iShares Core S&P Total US Stock Market ETF made up 0.29% of Greenwood Gearhart's portfolio in Q2 2026, its #51 holding.
Greenwood Gearhart first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Greenwood Gearhart's iShares Core S&P Total US Stock Market ETF position peaked at $10.3M in Q4 2024.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.