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 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	-$9.63M	–	148
2025 Q2	$9.63M	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

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

Rede Wealth's ITOT Position: Q2 2026 in Review

Rede Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8% in Q2 2026, buying an estimated $768K and bringing the position to 65,308 shares worth $10.7M. The position accounts for 3.55% of the portfolio, ranked #3.

Rede Wealth first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Rede Wealth held 65,308 shares of iShares Core S&P Total US Stock Market ETF worth $10.7M as of Q2 2026.
Rede Wealth bought 4,837 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $768K.
iShares Core S&P Total US Stock Market ETF made up 3.55% of Rede Wealth's portfolio in Q2 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 22 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 Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.