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Howe & Rusling’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Howe & Rusling’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 		$1.19M Buy
8,366
+1,815
+28% +$270K 0.08% 120
2025
Q4 		$974K Buy
6,551
+358
+6% +$52.8K 0.06% 129
2025
Q3 		$902K Sell
6,193
-940
-13% -$132K 0.06% 135
2025
Q2 		$963K Buy
7,133
+249
+4% +$31.1K 0.07% 128
2025
Q1 		$840K Buy
6,884
+305
+5% +$39.3K 0.07% 127
2024
Q4 		$846K Buy
6,579
+1,765
+37% +$229K 0.07% 119
2024
Q3 		$605K Sell
4,814
-54
-1% -$6.54K 0.05% 138
2024
Q2 		$578K Sell
4,868
-149
-3% -$17.1K 0.05% 139
2024
Q1 		$578K Sell
5,017
-275
-5% -$30.2K 0.06% 136
2023
Q4 		$557K Sell
5,292
-18
-0.3% -$1.76K 0.06% 129
2023
Q3 		$500K Sell
5,310
-115
-2% -$11.3K 0.06% 129
2023
Q2 		$531K Buy
5,425
+5,325
+5,325% +$492K 0.06% 131
2023
Q1 		$9.05K Sell
100
-30
-23% -$2.66K ﹤0.01% 286
2022
Q4 		$11K Buy
130
+28
+27% +$2.39K ﹤0.01% 283
2022
Q3 		$8K Sell
102
-449
-81% -$39.7K ﹤0.01% 578
2022
Q2 		$46K Sell
551
-101
-15% -$9.2K 0.01% 320
2022
Q1 		$66K Buy
652
+650
+32,500% +$64.8K 0.01% 292
2021
Q4 		$0 Buy
+2
New +$209 ﹤0.01% 1030
2021
Q1 		– Sell
-100
Closed -$9K – 983
2020
Q4 		$9K Buy
+100
New +$8.1K ﹤0.01% 500
2017
Q2 		– Sell
-3,624
Closed -$196K – 988
2017
Q1 		$196K Buy
3,624
+15
+0.4% +$800 0.04% 150
2016
Q4 		$185K Buy
+3,609
New +$181K 0.04% 148
2015
Q1 		– Sell
-200
Closed -$9K – 957
2014
Q4 		$9K Hold
200
– – ﹤0.01% 515
2014
Q3 		$9K Hold
200
– – ﹤0.01% 506
2014
Q2 		$9K Buy
+200
New +$8.7K ﹤0.01% 507

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Howe & Rusling's ITOT Position: Q1 2026 in Review

Howe & Rusling increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 28% in Q1 2026, buying an estimated $270K and bringing the position to 8,366 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #120.

Howe & Rusling first reported a position in ITOT in Q2 2014 and has held it in 24 quarters since. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Howe & Rusling held 8,366 shares of iShares Core S&P Total US Stock Market ETF worth $1.19M as of Q1 2026.
  • Howe & Rusling bought 1,815 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $270K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Howe & Rusling's portfolio in Q1 2026, its #120 holding.
  • Howe & Rusling first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2014 and has held it in 24 quarters since.
  • 1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.