LRIA
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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
Q2 		$476K Sell
2,897
-16
-0.5% -$2.54K 0.07% 71
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 $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
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Leonard Rickey Investment Advisors's ITOT Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.55% in Q2 2026, selling an estimated $2.54K and leaving 2,897 shares worth $476K. The position accounts for 0.07% of the portfolio, ranked #71.

Leonard Rickey Investment Advisors first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $503K in Q4 2025. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Leonard Rickey Investment Advisors held 2,897 shares of iShares Core S&P Total US Stock Market ETF worth $476K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 16 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.54K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #71 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 26 quarters since.
  • Leonard Rickey Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $503K in Q4 2025.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.