Rede Wealth
ITOT icon

Rede Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rede Wealth’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
Q3 		$11.5M Buy
68,988
+3,680
+6% +$612K 3.77% 3
2026
Q2 		$10.7M Buy
65,308
+4,837
+8% +$768K 3.55% 3
2026
Q1 		$8.61M Buy
60,471
+2,829
+5% +$421K 3.1% 4
2025
Q4 		$8.57M Buy
+57,642
New +$8.51M 2.98% 3
2025
Q3 		– Sell
-71,293
Closed -$9.6M – 148
2025
Q2 		$9.6M Buy
71,293
+1,913
+3% +$239K 3.48% 3
2025
Q1 		$8.47M Buy
69,380
+2,160
+3% +$278K 2.99% 3
2024
Q4 		$8.65M Sell
67,220
-668
-1% -$86.5K 3.31% 3
2024
Q3 		$8.53M Sell
67,888
-5,599
-8% -$678K 3.26% 3
2024
Q2 		$8.73M Buy
73,487
+3,974
+6% +$456K 8.04% 2
2024
Q1 		$8.01M Buy
69,513
+13,899
+25% +$1.52M 3.36% 3
2023
Q4 		$5.85M Buy
55,614
+52,884
+1,937% +$5.18M 2.78% 4
2023
Q3 		$257K Buy
2,730
+2
+0.1% +$197 0.13% 67
2023
Q2 		$267K Sell
2,728
-2
-0.1% -$185 0.13% 79
2023
Q1 		$247K Buy
2,730
+217
+9% +$19.3K 0.13% 83
2022
Q4 		$213K Buy
2,513
+2
+0.1% +$171 0.11% 85
2022
Q3 		$200K Buy
2,511
+1
+0% +$88 0.12% 89
2022
Q2 		$210K Sell
2,510
-602
-19% -$54.8K 0.12% 95
2022
Q1 		$314K Buy
3,112
+2
+0.1% +$199 0.15% 79
2021
Q4 		$333K Sell
3,110
-227
-7% -$23.7K 0.17% 79
2021
Q3 		$328K Sell
3,337
-70
-2% -$7.08K 0.17% 83
2021
Q2 		$336K Sell
3,407
-79
-2% -$7.6K 0.18% 81
2021
Q1 		$319K Sell
3,486
-439
-11% -$39.4K 0.18% 81
2020
Q4 		$338K Buy
+3,925
New +$318K 0.23% 61

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Rede Wealth's ITOT Position: Q3 2026 in Review

Rede Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.6% in Q3 2026, buying an estimated $612K and bringing the position to 68,988 shares worth $11.5M. The position accounts for 3.77% of the portfolio, ranked #3.

Rede Wealth first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 587 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Rede Wealth held 68,988 shares of iShares Core S&P Total US Stock Market ETF worth $11.5M as of Q3 2026.
  • Rede Wealth bought 3,680 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $612K.
  • iShares Core S&P Total US Stock Market ETF made up 3.77% of Rede Wealth's portfolio in Q3 2026, its #3 holding.
  • Rede Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 587 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.