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Red Tortoise LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Red Tortoise LLC’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 		$16.8K Hold
118
– – 0.01% 220
2025
Q4 		$17.5K Buy
+118
New +$17.4K 0.01% 206
2023
Q1 		– Sell
-7,744
Closed -$657K – 583
2022
Q4 		$657K Buy
+7,744
New +$661K 0.46% 48
2021
Q4 		– Sell
-7,744
Closed -$616K – 287
2021
Q3 		$616K Buy
+7,744
New +$783K 0.48% 47

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

Red Tortoise LLC's ITOT Position: Q1 2026 in Review

Red Tortoise LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 118 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #220.

Red Tortoise LLC first reported a position in ITOT in Q3 2021 and has held it in 4 quarters since. The position peaked at $657K in Q4 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Red Tortoise LLC held 118 shares of iShares Core S&P Total US Stock Market ETF worth $16.8K as of Q1 2026.
  • Red Tortoise LLC left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #220 holding.
  • Red Tortoise LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 4 quarters since.
  • Red Tortoise LLC's iShares Core S&P Total US Stock Market ETF position peaked at $657K in Q4 2022.
  • 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 Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.