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

Ridgecrest Wealth Partners’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 		$6.49M Sell
39,536
-526
-1% -$83.5K 3.13% 8
2026
Q1 		$5.71M Sell
40,062
-759
-2% -$113K 3.15% 9
2025
Q4 		$6.07M Sell
40,821
-8,876
-18% -$1.31M 3.29% 10
2025
Q3 		$7.24M Sell
49,697
-707
-1% -$99.1K 3.27% 9
2025
Q2 		$6.81M Sell
50,404
-540
-1% -$67.4K 3.59% 8
2025
Q1 		$6.22M Sell
50,944
-2,233
-4% -$288K 3.26% 9
2024
Q4 		$6.84M Sell
53,177
-1,135
-2% -$147K 3.71% 7
2024
Q3 		$6.82M Sell
54,312
-939
-2% -$114K 3.56% 7
2024
Q2 		$6.56M Sell
55,251
-16
-0% -$1.84K 3.95% 6
2024
Q1 		$6.37M Sell
55,267
-1,944
-3% -$213K 3.79% 6
2023
Q4 		$6.02M Sell
57,211
-129
-0.2% -$12.6K 3.98% 4
2023
Q3 		$5.4M Sell
57,340
-231
-0.4% -$22.7K 3.79% 7
2023
Q2 		$5.63M Sell
57,571
-985
-2% -$91.1K 3.72% 7
2023
Q1 		$5.3M Buy
58,556
+12
+0% +$1.06K 3.78% 6
2022
Q4 		$4.96M Sell
58,544
-377
-0.6% -$32.2K 3.77% 6
2022
Q3 		$4.69M Sell
58,921
-1,828
-3% -$162K 3.82% 6
2022
Q2 		$5.09M Buy
60,749
+2,782
+5% +$253K 3.7% 6
2022
Q1 		$5.85M Buy
57,967
+7,798
+16% +$778K 3.71% 5
2021
Q4 		$5.37M Buy
50,169
+4,614
+10% +$482K 2.61% 8
2021
Q3 		$4.48M Buy
45,555
+1,458
+3% +$147K 2.44% 10
2021
Q2 		$4.36M Buy
44,097
+14,799
+51% +$1.42M 2.72% 10
2021
Q1 		$2.68M Buy
+29,298
New +$2.63M 2.56% 9

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

Ridgecrest Wealth Partners's ITOT Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q2 2026, selling an estimated $83.5K and leaving 39,536 shares worth $6.49M. The position accounts for 3.13% of the portfolio, ranked #8.

Ridgecrest Wealth Partners first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.24M in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Ridgecrest Wealth Partners held 39,536 shares of iShares Core S&P Total US Stock Market ETF worth $6.49M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 526 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $83.5K.
  • iShares Core S&P Total US Stock Market ETF made up 3.13% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Ridgecrest Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $7.24M in Q3 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.