Rice Partnership’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rice Partnership’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	$83.6K	Hold	587	–	–	0.01%	140
2025 Q4	$87.3K	Hold	587	–	–	0.01%	132
2025 Q3	$85.5K	Hold	587	–	–	0.01%	134
2025 Q2	$79.3K	Hold	587	–	–	0.01%	126
2025 Q1	$71.6K	Hold	587	–	–	0.01%	112
2024 Q4	$75.5K	Hold	587	–	–	0.01%	118
2024 Q3	$73.7K	Hold	587	–	–	0.01%	117
2024 Q2	$69.7K	Hold	587	–	–	0.02%	111
2024 Q1	$67.7K	Hold	587	–	–	0.02%	104
2023 Q4	$61.8K	Buy	+587	New	+$57.5K	0.02%	102
2021 Q2	–	Sell	-240	Closed	-$22K	–	134
2021 Q1	$22K	Buy	+240	New	+$21.5K	0.01%	103

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

Rice Partnership's ITOT Position: Q1 2026 in Review

Rice Partnership held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 587 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #140.

Rice Partnership first reported a position in ITOT in Q1 2021 and has held it in 11 quarters since. The position peaked at $87.3K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Rice Partnership held 587 shares of iShares Core S&P Total US Stock Market ETF worth $83.6K as of Q1 2026.
Rice Partnership 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 Rice Partnership's portfolio in Q1 2026, its #140 holding.
Rice Partnership first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 11 quarters since.
Rice Partnership's iShares Core S&P Total US Stock Market ETF position peaked at $87.3K 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 Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.