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

Raleigh Capital 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	$23.7K	Buy	145 +1	+0.7%	+$159	0.01%	333
2026 Q1	$20.5K	Sell	144 -3,080	-96%	-$458K	0.01%	347
2025 Q4	$479K	Sell	3,224 -276	-8%	-$40.7K	0.17%	122
2025 Q3	$510K	Sell	3,500 -2	-0.1%	-$280	0.19%	118
2025 Q2	$473K	Buy	3,502 +3,500	+175,000%	+$437K	0.2%	126
2025 Q1	$185	Sell	2 -331	-99%	-$42.7K	﹤0.01%	520
2024 Q4	$42.8K	Sell	333 -5,859	-95%	-$759K	0.02%	343
2024 Q3	$778K	Sell	6,192 -637	-9%	-$77.1K	0.3%	100
2024 Q2	$811K	Sell	6,829 -1,026	-13%	-$118K	0.35%	88
2024 Q1	$906K	Sell	7,855 -697	-8%	-$76.4K	0.39%	79
2023 Q4	$900K	Buy	+8,552	New	+$838K	0.42%	72
2023 Q3	–	Sell	-7,789	Closed	-$762K	–	992
2023 Q2	$762K	Buy	7,789 +1,988	+34%	+$184K	0.38%	84
2023 Q1	$525K	Buy	+5,801	New	+$515K	0.26%	107
2022 Q4	–	Sell	-98	Closed	-$8K	–	833
2022 Q3	$8K	Sell	98 -10,052	-99%	-$889K	﹤0.01%	404
2022 Q2	$936K	Buy	10,150 +441	+5%	+$40.2K	0.53%	57
2022 Q1	$980K	Buy	9,709 +2,935	+43%	+$293K	0.53%	60
2021 Q4	$725K	Buy	+6,774	New	+$708K	0.74%	44

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Raleigh Capital Management's ITOT Position: Q2 2026 in Review

Raleigh Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.69% in Q2 2026, buying an estimated $159 and bringing the position to 145 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #333.

Raleigh Capital Management first reported a position in ITOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $980K in Q1 2022. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Raleigh Capital Management held 145 shares of iShares Core S&P Total US Stock Market ETF worth $23.7K as of Q2 2026.
Raleigh Capital Management bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #333 holding.
Raleigh Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
Raleigh Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $980K in Q1 2022.
578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.