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 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 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

GWN Securities's ITOT Position: Q1 2026 in Review

GWN Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.08% in Q1 2026, buying an estimated $4.46K and bringing the position to 35,849 shares worth $5.11M. The position accounts for 0.98% of the portfolio, ranked #15.

GWN Securities first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.33M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

GWN Securities held 35,849 shares of iShares Core S&P Total US Stock Market ETF worth $5.11M as of Q1 2026.
GWN Securities bought 30 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.46K.
iShares Core S&P Total US Stock Market ETF made up 0.98% of GWN Securities's portfolio in Q1 2026, its #15 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 6 quarters since.
GWN Securities's iShares Core S&P Total US Stock Market ETF position peaked at $5.33M 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 GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.