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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ITOT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.5% in Q1 2026, selling an estimated $1.3M and leaving 83,378 shares worth $11.9M. The position accounts for 0.75% of the portfolio, ranked #29.

Guardian Wealth Advisors (North Carolina) first reported a position in ITOT in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.7M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 83,378 shares of iShares Core S&P Total US Stock Market ETF worth $11.9M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 8,719 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.3M.
iShares Core S&P Total US Stock Market ETF made up 0.75% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #29 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 17 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Core S&P Total US Stock Market ETF position peaked at $13.7M in Q4 2025.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.