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B. Riley Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

B. Riley Wealth 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 		$2.95M Sell
18,067
-1,369
-7% -$217K 0.16% 132
2026
Q1 		$2.69M Sell
19,436
-8,879
-31% -$1.32M 0.17% 132
2025
Q4 		$4.21M Sell
28,315
-1,642
-5% -$242K 0.19% 114
2025
Q3 		$4.36M Sell
29,957
-1,829
-6% -$256K 0.2% 103
2025
Q2 		$4.29M Buy
+31,786
New +$3.97M 0.2% 107
2024
Q4 		$2.57M Sell
20,019
-2,531
-11% -$328K 0.08% 236
2024
Q3 		$2.82M Sell
22,550
-790
-3% -$95.6K 0.08% 245
2024
Q2 		$2.77M Sell
23,340
-447
-2% -$51.3K 0.07% 262
2024
Q1 		$2.25M Sell
23,787
-133
-0.6% -$14.6K 0.06% 312
2023
Q4 		$2.52M Buy
23,920
+133
+0.6% +$13K 0.07% 294
2023
Q3 		$2.25M Sell
23,787
-8,619
-27% -$847K 0.06% 312
2023
Q2 		$3.17M Sell
32,406
-10,223
-24% -$945K 0.07% 266
2023
Q1 		$3.86M Sell
42,629
-5,390
-11% -$479K 0.1% 207
2022
Q4 		$4.07M Sell
48,019
-26,046
-35% -$2.22M 0.11% 195
2022
Q3 		$5.89M Sell
74,065
-166,754
-69% -$14.7M 0.18% 126
2022
Q2 		$20.2M Buy
240,819
+182,632
+314% +$16.6M 0.85% 15
2022
Q1 		$5.87M Buy
58,187
+2,866
+5% +$286K 0.19% 115
2021
Q4 		$5.92M Sell
55,321
-341
-0.6% -$35.6K 0.17% 127
2021
Q3 		$5.48M Sell
55,662
-386
-0.7% -$39K 0.17% 126
2021
Q2 		$5.48M Sell
56,048
-391
-0.7% -$37.6K 0.18% 134
2021
Q1 		$5.13M Buy
56,439
+1,521
+3% +$136K 0.18% 133
2020
Q4 		$4.74M Sell
54,918
-24,617
-31% -$1.99M 0.25% 90
2020
Q3 		$5.87M Buy
79,535
+18,354
+30% +$1.37M 0.31% 79
2020
Q2 		$4.25M Sell
61,181
-14,270
-19% -$933K 0.28% 87
2020
Q1 		$4.32M Sell
75,451
-115,480
-60% -$7.92M 0.37% 61
2019
Q4 		$13.9M Sell
190,931
-19
-0% -$1.32K 1.18% 12
2019
Q3 		$12.8M Buy
190,950
+24,357
+15% +$1.63M 1.26% 12
2019
Q2 		$11.1M Buy
166,593
+51,972
+45% +$3.41M 1.22% 11
2019
Q1 		$7.38M Sell
114,621
-8,746
-7% -$542K 0.92% 14
2018
Q4 		$7M Buy
123,367
+12,524
+11% +$769K 1% 14
2018
Q3 		$7.39M Buy
110,843
+4,618
+4% +$303K 0.88% 18
2018
Q2 		$6.64M Sell
106,225
-9,480
-8% -$589K 0.88% 14
2018
Q1 		$7M Buy
115,705
+1,646
+1% +$103K 0.98% 14
2017
Q4 		$6.97M Buy
114,059
+877
+0.8% +$52.3K 0.94% 16
2017
Q3 		$6.52M Sell
113,182
-9,952
-8% -$561K 1.08% 14
2017
Q2 		$6.83M Sell
123,134
-18,683
-13% -$1.03M 1.24% 9
2017
Q1 		$7.66M Sell
141,817
-6,894
-5% -$368K 1.53% 5
2016
Q4 		$7.63M Sell
148,711
-23,906
-14% -$1.2M 1.55% 4
2016
Q3 		$8.55M Buy
172,617
+2,295
+1% +$113K 1.68% 3
2016
Q2 		$7.79M Buy
170,322
+1,390
+0.8% +$65.6K 1.56% 4
2016
Q1 		$7.57M Sell
168,932
-18,806
-10% -$830K 1.75% 3
2015
Q4 		$8.72M Buy
187,738
+9,068
+5% +$425K 1.77% 3
2015
Q3 		$7.83M Buy
178,670
+5,256
+3% +$244K 1.88% 3
2015
Q2 		$8.19M Sell
173,414
-4,290
-2% -$207K 2.03% 4
2015
Q1 		$8.42M Buy
177,704
+18,528
+12% +$874K 2.05% 3
2014
Q4 		$7.47K Buy
+159,176
New +$7.3M 0.16% 147

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

B. Riley Wealth Advisors's ITOT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7% in Q2 2026, selling an estimated $217K and leaving 18,067 shares worth $2.95M. The position accounts for 0.16% of the portfolio, ranked #132.

B. Riley Wealth Advisors first reported a position in ITOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.2M in Q2 2022. 696 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • B. Riley Wealth Advisors held 18,067 shares of iShares Core S&P Total US Stock Market ETF worth $2.95M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,369 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $217K.
  • iShares Core S&P Total US Stock Market ETF made up 0.16% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $20.2M in Q2 2022.
  • 696 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.