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

Raffa Wealth 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	$610K	Sell	3,714 -1,311	-26%	-$208K	0.08%	53
2026 Q1	$716K	Sell	5,025 -67	-1%	-$9.96K	0.11%	49
2025 Q4	$757K	Hold	5,092	–	–	0.12%	51
2025 Q3	$742K	Hold	5,092	–	–	0.13%	51
2025 Q2	$688K	Hold	5,092	–	–	0.14%	50
2025 Q1	$621K	Buy	5,092 +342	+7%	+$44.1K	0.14%	49
2024 Q4	$611K	Hold	4,750	–	–	0.14%	47
2024 Q3	$597K	Hold	4,750	–	–	0.14%	47
2024 Q2	$564K	Hold	4,750	–	–	0.16%	46
2024 Q1	$548K	Hold	4,750	–	–	0.16%	47
2023 Q4	$500K	Hold	4,750	–	–	0.15%	44
2023 Q3	$447K	Hold	4,750	–	–	0.15%	41
2023 Q2	$465K	Sell	4,750 -1,350	-22%	-$125K	0.16%	40
2023 Q1	$552K	Hold	6,100	–	–	0.2%	36
2022 Q4	$517K	Hold	6,100	–	–	0.21%	33
2022 Q3	$485K	Hold	6,100	–	–	0.21%	32
2022 Q2	$511K	Hold	6,100	–	–	0.23%	32
2022 Q1	$616K	Hold	6,100	–	–	0.23%	31
2021 Q4	$653K	Hold	6,100	–	–	0.21%	28
2021 Q3	$600K	Hold	6,100	–	–	0.21%	27
2021 Q2	$602K	Hold	6,100	–	–	0.21%	27
2021 Q1	$559K	Sell	6,100 -350	-5%	-$31.4K	0.2%	28
2020 Q4	$556K	Hold	6,450	–	–	0.2%	25
2020 Q3	$487K	Hold	6,450	–	–	0.18%	27
2020 Q2	$448K	Hold	6,450	–	–	0.17%	27
2020 Q1	$369K	Hold	6,450	–	–	0.14%	30
2019 Q4	$469K	Hold	6,450	–	–	0.16%	36
2019 Q3	$433K	Buy	+6,450	New	+$432K	0.15%	34
2019 Q2	–	Sell	-13,100	Closed	-$844K	–	1053
2019 Q1	$844K	Buy	13,100 +300	+2%	+$18.6K	0.34%	18
2018 Q4	$727K	Buy	12,800 +6,400	+100%	+$393K	0.28%	32
2018 Q3	$426K	Hold	6,400	–	–	0.15%	53
2018 Q2	$400K	Hold	6,400	–	–	0.15%	43
2018 Q1	$387K	Buy	6,400 +200	+3%	+$12.5K	0.14%	52
2017 Q4	$379K	Hold	6,200	–	–	0.15%	57
2017 Q3	$357K	Hold	6,200	–	–	0.15%	57
2017 Q2	$344K	Hold	6,200	–	–	0.15%	54
2017 Q1	$335K	Hold	6,200	–	–	0.16%	40
2016 Q4	$318K	Hold	6,200	–	–	0.17%	43
2016 Q3	$307K	Hold	6,200	–	–	0.17%	43
2016 Q2	$295K	Hold	6,200	–	–	0.16%	43
2016 Q1	$289K	Hold	6,200	–	–	0.17%	44
2015 Q4	$288K	Hold	6,200	–	–	0.17%	37
2015 Q3	$272K	Buy	6,200 +1,200	+24%	+$55.7K	0.16%	38
2015 Q2	$236K	Hold	5,000	–	–	0.14%	45
2015 Q1	$237K	Hold	5,000	–	–	0.14%	44
2014 Q4	$235K	Hold	5,000	–	–	0.14%	42
2014 Q3	$224K	Hold	5,000	–	–	0.17%	41
2014 Q2	$224K	Hold	5,000	–	–	0.17%	43
2014 Q1	$214K	Hold	5,000	–	–	0.17%	42
2013 Q4	$235K	Buy	+5,000	New	+$203K	0.14%	42

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Raffa Wealth Management's ITOT Position: Q2 2026 in Review

Raffa Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 26% in Q2 2026, selling an estimated $208K and leaving 3,714 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #53.

Raffa Wealth Management first reported a position in ITOT in Q4 2013 and has held it in 50 quarters since. The position peaked at $844K in Q1 2019. 1,657 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Raffa Wealth Management held 3,714 shares of iShares Core S&P Total US Stock Market ETF worth $610K as of Q2 2026.
Raffa Wealth Management sold 1,311 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $208K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Raffa Wealth Management's portfolio in Q2 2026, its #53 holding.
Raffa Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2013 and has held it in 50 quarters since.
Raffa Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $844K in Q1 2019.
1,657 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.