KRW
ITOT icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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. 1,714 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.
  • 1,714 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.