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Richard W. Paul & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Richard W. Paul & Associates’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 		$821 Sell
5
-8
-62% -$1.27K ﹤0.01% 310
2026
Q1 		$1.85K Buy
13
+9
+225% +$1.34K ﹤0.01% 271
2025
Q4 		$595 Sell
4
-18
-82% -$2.66K ﹤0.01% 287
2025
Q3 		$3.2K Buy
22
+4
+22% +$561 ﹤0.01% 262
2025
Q2 		$2.43K Buy
18
+12
+200% +$1.5K ﹤0.01% 292
2025
Q1 		$732 Sell
6
-150
-96% -$19.3K ﹤0.01% 330
2024
Q4 		$20.1K Buy
156
+9
+6% +$1.17K 0.01% 257
2024
Q3 		$18.5K Sell
147
-13
-8% -$1.57K 0.01% 264
2024
Q2 		$19.1K Buy
160
+33
+26% +$3.79K 0.01% 256
2024
Q1 		$14.7K Sell
127
-128
-50% -$14K 0.01% 293
2023
Q4 		$26.9K Buy
255
+12
+5% +$1.18K 0.01% 239
2023
Q3 		$22.9K Buy
243
+12
+5% +$1.18K 0.01% 240
2023
Q2 		$22.6K Hold
231
– – 0.01% 260
2023
Q1 		$21K Sell
231
-6
-3% -$533 0.01% 263
2022
Q4 		$20.1K Buy
+237
New +$20.2K 0.01% 264

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Richard W. Paul & Associates's ITOT Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 62% in Q2 2026, selling an estimated $1.27K and leaving 5 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Richard W. Paul & Associates first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.9K in Q4 2023. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Richard W. Paul & Associates held 5 shares of iShares Core S&P Total US Stock Market ETF worth $821 as of Q2 2026.
  • Richard W. Paul & Associates sold 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #310 holding.
  • Richard W. Paul & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $26.9K in Q4 2023.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.