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Realta Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Realta Investment Advisors’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 		$26.1K Hold
159
– – 0.01% 292
2026
Q1 		$22.6K Sell
159
-267
-63% -$39.7K 0.01% 278
2025
Q4 		$63.3K Buy
426
+80
+23% +$11.8K 0.02% 241
2025
Q3 		$50.5K Sell
346
-66
-16% -$9.26K 0.02% 237
2025
Q2 		$55.6K Sell
412
-95
-19% -$11.9K 0.02% 229
2025
Q1 		$61.9K Buy
507
+16
+3% +$2.06K 0.03% 221
2024
Q4 		$63.9K Sell
491
-4,721
-91% -$611K 0.03% 238
2024
Q3 		$667K Sell
5,212
-16,005
-75% -$1.94M 0.31% 77
2024
Q2 		$2.52M Sell
21,217
-368
-2% -$42.2K 0.49% 38
2024
Q1 		$2.49M Sell
21,585
-395
-2% -$43.3K 0.51% 39
2023
Q4 		$2.31M Buy
21,980
+841
+4% +$82.4K 0.52% 33
2023
Q3 		$2.07M Buy
21,139
+100
+0.5% +$9.83K 0.48% 40
2023
Q2 		$2.06M Sell
21,039
-179
-0.8% -$16.5K 0.45% 40
2023
Q1 		$1.92M Sell
21,218
-10
-0% -$888 0.47% 45
2022
Q4 		$1.8M Buy
21,228
+239
+1% +$20.4K 0.44% 51
2022
Q3 		$1.67M Buy
20,989
+155
+0.7% +$13.7K 0.44% 47
2022
Q2 		$1.76M Buy
20,834
+93
+0.4% +$8.47K 0.43% 48
2022
Q1 		$2.09M Sell
20,741
-1,704
-8% -$170K 0.42% 46
2021
Q4 		$2.4M Sell
22,445
-94
-0.4% -$9.82K 0.53% 37
2021
Q3 		$2.22M Buy
22,539
+326
+1% +$33K 0.52% 38
2021
Q2 		$2.19M Sell
22,213
-429
-2% -$41.3K 0.52% 42
2021
Q1 		$2.07M Buy
22,642
+2,864
+14% +$257K 0.55% 43
2020
Q4 		$1.71M Buy
19,778
+286
+1% +$23.2K 0.48% 47
2020
Q3 		$1.47M Buy
19,492
+383
+2% +$28.6K 0.49% 43
2020
Q2 		$1.33M Sell
19,109
-1,687
-8% -$110K 0.44% 48
2020
Q1 		$1.19M Buy
20,796
+2,046
+11% +$140K 0.51% 40
2019
Q4 		$1.33M Buy
18,750
+3,051
+19% +$212K 0.36% 49
2019
Q3 		$1.05M Buy
15,699
+438
+3% +$29.3K 0.29% 71
2019
Q2 		$1.02M Buy
15,261
+1,463
+11% +$95.9K 0.28% 76
2019
Q1 		$887K Buy
+13,798
New +$856K 0.4% 58

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Realta Investment Advisors's ITOT Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 159 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #292.

Realta Investment Advisors first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.52M in Q2 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Realta Investment Advisors held 159 shares of iShares Core S&P Total US Stock Market ETF worth $26.1K as of Q2 2026.
  • Realta Investment Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • Realta Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.52M in Q2 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.