Kaufman Rossin Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kaufman Rossin Wealth’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	$25.7M	Buy	155,765 +22,701	+17%	+$3.6M	12.18%	2
2026 Q1	$19M	Buy	133,064 +8,023	+6%	+$1.19M	10.86%	2
2025 Q4	$18.6M	Buy	125,041 +6,555	+6%	+$967K	9.68%	2
2025 Q3	$17.3M	Buy	118,486 +11,132	+10%	+$1.56M	9.45%	2
2025 Q2	$14.5M	Buy	107,354 +5,127	+5%	+$640K	9.18%	2
2025 Q1	$12.5M	Buy	102,227 +3,159	+3%	+$407K	8.92%	2
2024 Q4	$12.7M	Buy	+99,068	New	+$12.8M	13.11%	2

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Kaufman Rossin Wealth's ITOT Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, buying an estimated $3.6M and bringing the position to 155,765 shares worth $25.7M. The position accounts for 12.18% of the portfolio, ranked #2.

Kaufman Rossin Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kaufman Rossin Wealth held 155,765 shares of iShares Core S&P Total US Stock Market ETF worth $25.7M as of Q2 2026.
Kaufman Rossin Wealth bought 22,701 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.6M.
iShares Core S&P Total US Stock Market ETF made up 12.18% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #2 holding.
Kaufman Rossin Wealth 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.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.