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ITOT icon

GWN Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

GWN Securities’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 		$6.05M Buy
36,822
+973
+3% +$154K 1.01% 12
2026
Q1 		$5.11M Buy
35,849
+30
+0.1% +$4.46K 0.98% 15
2025
Q4 		$5.33M Buy
35,819
+2,563
+8% +$378K 1.08% 16
2025
Q3 		$4.85M Buy
33,256
+2,158
+7% +$303K 1.12% 13
2025
Q2 		$4.2M Sell
31,098
-1,129
-4% -$141K 0.78% 35
2025
Q1 		$3.93M Buy
32,227
+19,651
+156% +$2.53M 0.22% 117
2024
Q4 		$1.62M Buy
+12,576
New +$1.63M 0.43% 53

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

GWN Securities's ITOT Position: Q2 2026 in Review

GWN Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q2 2026, buying an estimated $154K and bringing the position to 36,822 shares worth $6.05M. The position accounts for 1.01% of the portfolio, ranked #12.

GWN Securities first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • GWN Securities held 36,822 shares of iShares Core S&P Total US Stock Market ETF worth $6.05M as of Q2 2026.
  • GWN Securities bought 973 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $154K.
  • iShares Core S&P Total US Stock Market ETF made up 1.01% of GWN Securities's portfolio in Q2 2026, its #12 holding.
  • GWN Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.