Gries Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gries Financial’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
2025 Q3	$318K	Sell	2,185 -19,919	-90%	-$2.79M	0.05%	228
2025 Q2	$2.98M	Hold	22,104	–	–	0.54%	34
2025 Q1	$2.7M	Buy	22,104 +564	+3%	+$72.7K	0.52%	35
2024 Q4	$2.77M	Buy	21,540 +80	+0.4%	+$10.4K	0.49%	39
2024 Q3	$2.7M	Sell	21,460 -111	-0.5%	-$13.4K	0.5%	38
2024 Q2	$2.56M	Buy	21,571 +176	+0.8%	+$20.2K	0.53%	42
2024 Q1	$2.47M	Sell	21,395 -15,996	-43%	-$1.75M	0.41%	60
2023 Q4	$3.93M	Sell	37,391 -523	-1%	-$51.3K	0.86%	18
2023 Q3	$3.57M	Buy	37,914 +285	+0.8%	+$28K	0.96%	19
2023 Q2	$3.68M	Hold	37,629	–	–	1.02%	16
2023 Q1	$3.41M	Sell	37,629 -85	-0.2%	-$7.55K	1.01%	17
2022 Q4	$3.2M	Sell	37,714 -223	-0.6%	-$19K	1.06%	23
2022 Q3	$3.02M	Sell	37,937 -259	-0.7%	-$22.9K	1.28%	14
2022 Q2	$3.2M	Sell	38,196 -103	-0.3%	-$9.38K	1.52%	10
2022 Q1	$3.87M	Buy	38,299 +373	+1%	+$37.2K	1.42%	11
2021 Q4	$4.06M	Buy	37,926 +103	+0.3%	+$10.8K	1.66%	11
2021 Q3	$3.72M	Hold	37,823	–	–	1.17%	16
2021 Q2	$3.81M	Hold	37,823	–	–	1.22%	15
2021 Q1	$3.55M	Buy	+37,823	New	+$3.39M	1.13%	16

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

FPAS

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

Gries Financial's ITOT Position: Q3 2025 in Review

Gries Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 90% in Q3 2025, selling an estimated $2.79M and leaving 2,185 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #228.

Gries Financial first reported a position in ITOT in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.06M in Q4 2021. 1,520 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Gries Financial held 2,185 shares of iShares Core S&P Total US Stock Market ETF worth $318K as of Q3 2025.
Gries Financial sold 19,919 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $2.79M.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Gries Financial's portfolio in Q3 2025, its #228 holding.
Gries Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 19 quarters since.
Gries Financial's iShares Core S&P Total US Stock Market ETF position peaked at $4.06M in Q4 2021.
1,520 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.