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Griffith & Werner’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Griffith & Werner’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 		$243K Hold
1,480
– – 0.11% 65
2026
Q1 		$211K Sell
1,480
-6
-0.4% -$892 0.1% 70
2025
Q4 		$221K Sell
1,486
-130
-8% -$19.2K 0.11% 66
2025
Q3 		$240K Buy
+1,616
New +$227K 0.12% 64
2025
Q1 		$267K Buy
2,186
+6
+0.3% +$773 0.17% 57
2024
Q4 		$280K Buy
+2,180
New +$282K 0.19% 56

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

Griffith & Werner's ITOT Position: Q2 2026 in Review

Griffith & Werner held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,480 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #65.

Griffith & Werner first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q4 2024. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Griffith & Werner held 1,480 shares of iShares Core S&P Total US Stock Market ETF worth $243K as of Q2 2026.
  • Griffith & Werner left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Griffith & Werner's portfolio in Q2 2026, its #65 holding.
  • Griffith & Werner first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Griffith & Werner's iShares Core S&P Total US Stock Market ETF position peaked at $280K 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 Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.