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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Red Lighthouse Investment Management's ITOT Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,389 shares — an estimated $207K sold.

Red Lighthouse Investment Management first reported a position in ITOT in Q4 2022 and held it in 13 quarters. The position peaked at $207K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Red Lighthouse Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,389 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $207K.
Red Lighthouse Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $207K in Q4 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 Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.