Raymond James Financial
ITOT icon

Raymond James Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Raymond James Financial’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 		$278M Sell
1,948,699
-115,656
-6% -$17.2M 0.09% 213
2025
Q4 		$307M Sell
2,064,355
-417,685
-17% -$61.6M 0.1% 183
2025
Q3 		$362M Buy
2,482,040
+120,536
+5% +$16.9M 0.12% 146
2025
Q2 		$319M Sell
2,361,504
-37,789
-2% -$4.72M 0.11% 167
2025
Q1 		$293M Buy
2,399,293
+51,371
+2% +$6.62M 0.11% 163
2024
Q4 		$302M Buy
+2,347,922
New +$304M 0.11% 163

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

Raymond James Financial's ITOT Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.6% in Q1 2026, selling an estimated $17.2M and leaving 1,948,699 shares worth $278M. The position accounts for 0.09% of the portfolio, ranked #213.

Raymond James Financial first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $362M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Raymond James Financial held 1,948,699 shares of iShares Core S&P Total US Stock Market ETF worth $278M as of Q1 2026.
  • Raymond James Financial sold 115,656 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $17.2M.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #213 holding.
  • Raymond James Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Core S&P Total US Stock Market ETF position peaked at $362M in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.