Gutierrez Wealth Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gutierrez Wealth Advisory’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	$345K	Buy	2,424 +6	+0.2%	+$892	0.21%	51
2025 Q4	$360K	Buy	2,418 +8	+0.3%	+$1.18K	0.23%	50
2025 Q3	$351K	Buy	2,410 +6	+0.2%	+$841	0.22%	45
2025 Q2	$325K	Sell	2,404 -8	-0.3%	-$998	0.22%	44
2025 Q1	$294K	Buy	2,412 +28	+1%	+$3.61K	0.24%	33
2024 Q4	$307K	Buy	+2,384	New	+$309K	0.25%	35

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

Gutierrez Wealth Advisory's ITOT Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.25% in Q1 2026, buying an estimated $892 and bringing the position to 2,424 shares worth $345K. The position accounts for 0.21% of the portfolio, ranked #51.

Gutierrez Wealth Advisory first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Gutierrez Wealth Advisory held 2,424 shares of iShares Core S&P Total US Stock Market ETF worth $345K as of Q1 2026.
Gutierrez Wealth Advisory bought 6 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $892.
iShares Core S&P Total US Stock Market ETF made up 0.21% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #51 holding.
Gutierrez Wealth Advisory 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.
Gutierrez Wealth Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $360K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.