Raab & Moskowitz Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Raab & Moskowitz Asset Management’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	$266K	Sell	1,619 -247	-13%	-$39.2K	0.05%	177
2026 Q1	$266K	Sell	1,866 -112	-6%	-$16.7K	0.06%	174
2025 Q4	$294K	Sell	1,978 -67	-3%	-$9.89K	0.06%	170
2025 Q3	$298K	Buy	2,045 +29	+1%	+$4.07K	0.07%	167
2025 Q2	$272K	Sell	2,016 -52	-3%	-$6.49K	0.06%	170
2025 Q1	$252K	Sell	2,068 -175	-8%	-$22.6K	0.06%	164
2024 Q4	$288K	Buy	2,243 +330	+17%	+$42.7K	0.07%	156
2024 Q3	$240K	Buy	1,913 +1	+0.1%	+$121	0.06%	163
2024 Q2	$227K	Buy	+1,912	New	+$219K	0.06%	158
2024 Q1	–	Sell	-2,117	Closed	-$223K	–	170
2023 Q4	$223K	Buy	+2,117	New	+$207K	0.07%	157
2022 Q1	–	Sell	-2,181	Closed	-$233K	–	167
2021 Q4	$233K	Hold	2,181	–	–	0.08%	156
2021 Q3	$215K	Hold	2,181	–	–	0.08%	153
2021 Q2	$215K	Sell	2,181 -237	-10%	-$22.8K	0.08%	154
2021 Q1	$221K	Sell	2,418 -374	-13%	-$33.5K	0.09%	141
2020 Q4	$240K	Buy	+2,792	New	+$226K	0.1%	133
2020 Q1	–	Sell	-180	Closed	-$13K	–	323
2019 Q4	$13K	Buy	+180	New	+$12.5K	0.01%	375
2015 Q1	–	Sell	-210	Closed	-$10K	–	246
2014 Q4	$10K	Buy	+210	New	+$9.62K	0.01%	329

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raab & Moskowitz Asset Management's ITOT Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, selling an estimated $39.2K and leaving 1,619 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #177.

Raab & Moskowitz Asset Management first reported a position in ITOT in Q4 2014 and has held it in 17 quarters since. The position peaked at $298K in Q3 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Raab & Moskowitz Asset Management held 1,619 shares of iShares Core S&P Total US Stock Market ETF worth $266K as of Q2 2026.
Raab & Moskowitz Asset Management sold 247 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $39.2K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #177 holding.
Raab & Moskowitz Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 17 quarters since.
Raab & Moskowitz Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $298K in Q3 2025.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.