Guidance Point Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Guidance Point Advisors’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	$2.52M	Sell	15,336 -184	-1%	-$29.2K	0.53%	28
2026 Q1	$2.21M	Buy	15,520 +278	+2%	+$41.3K	0.52%	28
2025 Q4	$2.27M	Sell	15,242 -240	-2%	-$35.4K	0.53%	28
2025 Q3	$2.26M	Sell	15,482 -14	-0.1%	-$1.96K	0.54%	28
2025 Q2	$2.09M	Buy	15,496 +1	+0%	+$125	0.54%	29
2025 Q1	$1.89M	Buy	15,495 +1	+0%	+$129	0.54%	30
2024 Q4	$1.99M	Buy	15,494 +2	+0%	+$259	0.56%	30
2024 Q3	$1.95M	Buy	15,492 +1	+0%	+$121	0.57%	29
2024 Q2	$1.84M	Buy	15,491 +2	+0%	+$230	0.57%	29
2024 Q1	$1.79M	Buy	15,489 +238	+2%	+$26.1K	0.58%	29
2023 Q4	$1.6M	Sell	15,251 -58	-0.4%	-$5.68K	0.59%	29
2023 Q3	$1.44M	Hold	15,309	–	–	0.59%	30
2023 Q2	$1.5M	Buy	15,309 +11	+0.1%	+$1.02K	0.58%	31
2023 Q1	$1.39M	Buy	15,298 +1	+0%	+$89	0.56%	30
2022 Q4	$1.3M	Buy	15,297 +2	+0%	+$171	0.55%	30
2022 Q3	$1.22M	Buy	15,295 +1	+0%	+$88	0.56%	36
2022 Q2	$1.28M	Buy	15,294 +1	+0%	+$91	0.55%	36
2022 Q1	$1.54M	Buy	15,293 +1	+0%	+$100	0.58%	38
2021 Q4	$1.64M	Sell	15,292 -17	-0.1%	-$1.78K	0.59%	30
2021 Q3	$1.51M	Buy	15,309 +1	+0%	+$101	0.55%	31
2021 Q2	$1.51M	Hold	15,308	–	–	0.59%	31
2021 Q1	$1.4M	Buy	15,308 +1	+0%	+$90	0.58%	29
2020 Q4	$1.32M	Buy	15,307 +1	+0%	+$81	0.61%	31
2020 Q3	$1.16M	Buy	15,306 +1	+0%	+$75	0.64%	32
2020 Q2	$1.06M	Buy	15,305 +1	+0%	+$65	0.59%	32
2020 Q1	$875K	Buy	+15,304	New	+$1.05M	0.57%	33
2019 Q1	–	Sell	-7,378	Closed	-$984K	–	63
2018 Q4	$984K	Buy	+7,378	New	+$453K	0.64%	29

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

Guidance Point Advisors's ITOT Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $29.2K and leaving 15,336 shares worth $2.52M. The position accounts for 0.53% of the portfolio, ranked #28.

Guidance Point Advisors first reported a position in ITOT in Q4 2018 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Guidance Point Advisors held 15,336 shares of iShares Core S&P Total US Stock Market ETF worth $2.52M as of Q2 2026.
Guidance Point Advisors sold 184 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $29.2K.
iShares Core S&P Total US Stock Market ETF made up 0.53% of Guidance Point Advisors's portfolio in Q2 2026, its #28 holding.
Guidance Point Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.