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Rather & Kittrell’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rather & Kittrell’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 		$3.45M Sell
24,207
-28
-0.1% -$4.16K 0.53% 19
2025
Q4 		$3.6M Sell
24,235
-246
-1% -$36.3K 0.58% 19
2025
Q3 		$3.57M Sell
24,481
-3,973
-14% -$557K 0.62% 19
2025
Q2 		$3.84M Sell
28,454
-1,706
-6% -$213K 0.76% 18
2025
Q1 		$3.68M Sell
30,160
-1,221
-4% -$157K 0.8% 18
2024
Q4 		$4.04M Sell
31,381
-2,886
-8% -$374K 0.95% 18
2024
Q3 		$4.3M Buy
34,267
+1,312
+4% +$159K 1.05% 18
2024
Q2 		$3.91M Sell
32,955
-1,035
-3% -$119K 1.08% 18
2024
Q1 		$3.92M Sell
33,990
-3,819
-10% -$419K 1.17% 18
2023
Q4 		$3.98M Sell
37,809
-2,027
-5% -$199K 1.39% 17
2023
Q3 		$3.75M Sell
39,836
-877
-2% -$86.2K 1.51% 14
2023
Q2 		$3.98M Sell
40,713
-1,807
-4% -$167K 1.66% 14
2023
Q1 		$3.85M Sell
42,520
-2,296
-5% -$204K 1.75% 14
2022
Q4 		$3.8M Sell
44,816
-1,604
-3% -$137K 2.02% 12
2022
Q3 		$3.69M Sell
46,420
-1,157
-2% -$102K 3.88% 5
2022
Q2 		$3.99M Sell
47,577
-435
-0.9% -$39.6K 4.37% 5
2022
Q1 		$4.85M Sell
48,012
-5,171
-10% -$516K 4.72% 5
2021
Q4 		$5.69M Buy
+53,183
New +$5.56M 5.01% 5

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

Rather & Kittrell's ITOT Position: Q1 2026 in Review

Rather & Kittrell reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.12% in Q1 2026, selling an estimated $4.16K and leaving 24,207 shares worth $3.45M. The position accounts for 0.53% of the portfolio, ranked #19.

Rather & Kittrell first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.69M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Rather & Kittrell held 24,207 shares of iShares Core S&P Total US Stock Market ETF worth $3.45M as of Q1 2026.
  • Rather & Kittrell sold 28 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.16K.
  • iShares Core S&P Total US Stock Market ETF made up 0.53% of Rather & Kittrell's portfolio in Q1 2026, its #19 holding.
  • Rather & Kittrell first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Rather & Kittrell's iShares Core S&P Total US Stock Market ETF position peaked at $5.69M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.