LRIA
ITOT icon

Leonard Rickey Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Leonard Rickey Investment 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
Q1 		$415K Sell
2,913
-472
-14% -$70.2K 0.07% 74
2025
Q4 		$503K Buy
3,385
+303
+10% +$44.7K 0.09% 68
2025
Q3 		$449K Sell
3,082
-52
-2% -$7.29K 0.08% 74
2025
Q2 		$423K Sell
3,134
-127
-4% -$15.8K 0.08% 69
2025
Q1 		$382K Sell
3,261
-368
-10% -$47.4K 0.08% 68
2024
Q4 		$467K Buy
3,629
+103
+3% +$13.3K 0.11% 60
2024
Q3 		$443K Buy
3,526
+38
+1% +$4.6K 0.1% 63
2024
Q2 		$414K Buy
3,488
+9
+0.3% +$1.03K 0.1% 62
2024
Q1 		$401K Buy
3,479
+65
+2% +$7.13K 0.1% 57
2023
Q4 		$359K Buy
3,414
+66
+2% +$6.47K 0.11% 58
2023
Q3 		$315K Sell
3,348
-325
-9% -$31.9K 0.1% 58
2023
Q2 		$359K Sell
3,673
-94
-2% -$8.69K 0.14% 51
2023
Q1 		$341K Sell
3,767
-357
-9% -$31.7K 0.13% 50
2022
Q4 		$350K Buy
4,124
+425
+11% +$36.3K 0.15% 47
2022
Q3 		$294K Sell
3,699
-56
-1% -$4.95K 0.14% 48
2022
Q2 		$315K Sell
3,755
-152
-4% -$13.8K 0.14% 47
2022
Q1 		$394K Buy
3,907
+16
+0.4% +$1.59K 0.15% 48
2021
Q4 		$416K Buy
3,891
+12
+0.3% +$1.25K 0.15% 47
2021
Q3 		$382K Sell
3,879
-34
-0.9% -$3.44K 0.16% 49
2021
Q2 		$391K Sell
3,913
-216
-5% -$20.8K 0.17% 47
2021
Q1 		$378K Buy
4,129
+12
+0.3% +$1.08K 0.15% 43
2020
Q4 		$355K Buy
4,117
+22
+0.5% +$1.78K 0.16% 41
2020
Q3 		$309K Buy
4,095
+601
+17% +$44.8K 0.19% 40
2020
Q2 		$243K Sell
3,494
-59
-2% -$3.86K 0.16% 55
2020
Q1 		$203K Buy
+3,553
New +$244K 0.16% 61

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

Leonard Rickey Investment Advisors's ITOT Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, selling an estimated $70.2K and leaving 2,913 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #74.

Leonard Rickey Investment Advisors first reported a position in ITOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $503K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Leonard Rickey Investment Advisors held 2,913 shares of iShares Core S&P Total US Stock Market ETF worth $415K as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 472 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $70.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • Leonard Rickey Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $503K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.