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Guardian Wealth Management (Illinois)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-19
Closed -$2.32K – 134
2025
Q1 		$2.32K Hold
19
– – ﹤0.01% 202
2024
Q4 		$2.44K Hold
19
– – ﹤0.01% 207
2024
Q3 		$2.39K Hold
19
– – ﹤0.01% 214
2024
Q2 		$2.26K Buy
+19
New +$2.18K ﹤0.01% 210

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ITOT Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 19 shares — an estimated $2.32K sold.

Guardian Wealth Management (Illinois) first reported a position in ITOT in Q2 2024 and held it in 4 quarters. The position peaked at $2.44K in Q4 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 19 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $2.32K.
  • Guardian Wealth Management (Illinois) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 4 quarters.
  • Guardian Wealth Management (Illinois)'s iShares Core S&P Total US Stock Market ETF position peaked at $2.44K in Q4 2024.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.