Richwood Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Richwood Investment Advisors’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	$224K	Buy	+1,366	New	+$217K	0.16%	102
2026 Q1	–	Sell	-1,366	Closed	-$206K	–	101
2025 Q4	$206K	Sell	1,366 -160	-10%	-$23.6K	0.15%	102
2025 Q3	$222K	Hold	1,526	–	–	0.17%	98
2025 Q2	$206K	Buy	+1,526	New	+$190K	0.17%	98
2025 Q1	–	Sell	-1,886	Closed	-$243K	–	100
2024 Q4	$243K	Hold	1,886	–	–	0.2%	94
2024 Q3	$237K	Hold	1,886	–	–	0.2%	96
2024 Q2	$224K	Hold	1,886	–	–	0.2%	94
2024 Q1	$217K	Buy	+1,886	New	+$207K	0.19%	97
2022 Q2	–	Sell	-2,236	Closed	-$226K	–	111
2022 Q1	$226K	Hold	2,236	–	–	0.2%	110
2021 Q4	$239K	Buy	+2,236	New	+$234K	0.21%	96

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

Richwood Investment Advisors's ITOT Position: Q2 2026 in Review

Richwood Investment Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,366 shares worth $224K. The stake represents 0.16% of the portfolio and ranks #102 among its holdings. This is a return to the name: Richwood Investment Advisors previously reported a position in ITOT as recently as Q4 2025.

Richwood Investment Advisors first reported a position in ITOT in Q4 2021 and has held it in 10 quarters since. The position peaked at $243K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Richwood Investment Advisors held 1,366 shares of iShares Core S&P Total US Stock Market ETF worth $224K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Richwood Investment Advisors position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Richwood Investment Advisors's portfolio in Q2 2026, its #102 holding.
Richwood Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 10 quarters since.
Richwood Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $243K in Q4 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.