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 Q3	$6.5M	Buy	39,107 +2,285	+6%	+$380K	1.02%	12
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GWN Securities's ITOT Position: Q3 2026 in Review

GWN Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.2% in Q3 2026, buying an estimated $380K and bringing the position to 39,107 shares worth $6.5M. The position accounts for 1.02% of the portfolio, ranked #12.

GWN Securities first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 1,414 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

GWN Securities held 39,107 shares of iShares Core S&P Total US Stock Market ETF worth $6.5M as of Q3 2026.
GWN Securities bought 2,285 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $380K.
iShares Core S&P Total US Stock Market ETF made up 1.02% of GWN Securities's portfolio in Q3 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 8 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on GWN Securities's 13F filing for Q3 2026, filed 12 Nov 2026.