Guardian Wealth Advisors (North Carolina)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$13.9M	Buy	84,901 +1,523	+2%	+$242K	0.78%	26
2026 Q1	$11.9M	Sell	83,378 -8,719	-9%	-$1.3M	0.75%	29
2025 Q4	$13.7M	Buy	92,097 +2,839	+3%	+$419K	0.85%	28
2025 Q3	$13M	Buy	89,258 +567	+0.6%	+$79.5K	0.84%	27
2025 Q2	$12M	Buy	88,691 +478	+0.5%	+$59.6K	0.84%	26
2025 Q1	$10.8M	Buy	88,213 +849	+1%	+$109K	0.86%	26
2024 Q4	$11.2M	Buy	87,364 +87,335	+301,155%	+$11.3M	0.89%	26
2024 Q3	$3.64K	Hold	29	–	–	﹤0.01%	417
2024 Q2	$3.44K	Hold	29	–	–	﹤0.01%	400
2024 Q1	$3.34K	Hold	29	–	–	﹤0.01%	417
2023 Q4	$3.05K	Hold	29	–	–	﹤0.01%	406
2023 Q3	$2.74K	Hold	29	–	–	﹤0.01%	389
2023 Q2	$2.84K	Hold	29	–	–	﹤0.01%	380
2023 Q1	$2.63K	Hold	29	–	–	﹤0.01%	374
2022 Q4	$2.46K	Hold	29	–	–	﹤0.01%	348
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	324
2022 Q2	$2K	Sell	29 -46	-61%	-$4.19K	﹤0.01%	333
2022 Q1	$8K	Buy	+75	New	+$7.48K	﹤0.01%	220

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

Guardian Wealth Advisors (North Carolina)'s ITOT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, buying an estimated $242K and bringing the position to 84,901 shares worth $13.9M. The position accounts for 0.78% of the portfolio, ranked #26.

Guardian Wealth Advisors (North Carolina) first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 84,901 shares of iShares Core S&P Total US Stock Market ETF worth $13.9M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 1,523 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $242K.
iShares Core S&P Total US Stock Market ETF made up 0.78% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #26 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.