Red Lighthouse Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Red Lighthouse Investment 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	$228K	Buy	+1,389	New	+$220K	0.07%	82
2026 Q1	–	Sell	-1,389	Closed	-$207K	–	101
2025 Q4	$207K	Hold	1,389	–	–	0.07%	56
2025 Q3	$202K	Hold	1,389	–	–	0.07%	74
2025 Q2	$188K	Hold	1,389	–	–	0.07%	73
2025 Q1	$160K	Hold	1,389	–	–	0.07%	70
2024 Q4	$179K	Hold	1,389	–	–	0.07%	72
2024 Q3	$174K	Hold	1,389	–	–	0.07%	72
2024 Q2	$165K	Hold	1,389	–	–	0.07%	71
2024 Q1	$160K	Hold	1,389	–	–	0.06%	70
2023 Q4	$146K	Hold	1,389	–	–	0.06%	69
2023 Q3	$131K	Hold	1,389	–	–	0.06%	69
2023 Q2	$136K	Hold	1,389	–	–	0.06%	69
2023 Q1	$126K	Hold	1,389	–	–	0.06%	70
2022 Q4	$118K	Buy	+1,389	New	+$119K	0.06%	73

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Red Lighthouse Investment Management's ITOT Position: Q2 2026 in Review

Red Lighthouse Investment Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,389 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings. This is a return to the name: Red Lighthouse Investment Management previously reported a position in ITOT as recently as Q4 2025.

Red Lighthouse Investment Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Red Lighthouse Investment Management held 1,389 shares of iShares Core S&P Total US Stock Market ETF worth $228K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Red Lighthouse Investment Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #82 holding.
Red Lighthouse Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.