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

Ritholtz Wealth Management’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	$6.81M	Sell	41,454 -936	-2%	-$149K	0.1%	124
2026 Q1	$6.04M	Buy	42,390 +1,054	+3%	+$157K	0.1%	126
2025 Q4	$6.15M	Buy	41,336 +6,168	+18%	+$910K	0.11%	114
2025 Q3	$5.12M	Sell	35,168 -1,114	-3%	-$156K	0.1%	124
2025 Q2	$4.9M	Buy	36,282 +16,540	+84%	+$2.06M	0.11%	114
2025 Q1	$2.41M	Sell	19,742 -840	-4%	-$108K	0.07%	209
2024 Q4	$2.65M	Sell	20,582 -676	-3%	-$87.5K	0.08%	175
2024 Q3	$2.67M	Buy	21,258 +1,601	+8%	+$194K	0.08%	173
2024 Q2	$2.33M	Sell	19,657 -957	-5%	-$110K	0.08%	173
2024 Q1	$2.38M	Buy	20,614 +586	+3%	+$64.3K	0.08%	165
2023 Q4	$2.11M	Buy	20,028 +950	+5%	+$93.1K	0.08%	160
2023 Q3	$1.8M	Buy	19,078 +455	+2%	+$44.7K	0.08%	162
2023 Q2	$1.82M	Buy	18,623 +8,444	+83%	+$781K	0.08%	155
2023 Q1	$922K	Buy	10,179 +2,519	+33%	+$224K	0.05%	281
2022 Q4	$650K	Buy	7,660 +2,150	+39%	+$183K	0.04%	314
2022 Q3	$438K	Buy	5,510 +2,140	+64%	+$189K	0.02%	432
2022 Q2	$282K	Hold	3,370	–	–	0.02%	427
2022 Q1	$340K	Buy	+3,370	New	+$336K	0.02%	392
2021 Q2	–	Sell	-3,940	Closed	-$361K	–	548
2021 Q1	$361K	Buy	3,940 +640	+19%	+$57.4K	0.03%	270
2020 Q4	$285K	Buy	+3,300	New	+$267K	0.03%	267
2020 Q1	–	Sell	-3,417	Closed	-$248K	–	193
2019 Q4	$248K	Buy	3,417 +2	+0.1%	+$139	0.04%	123
2019 Q3	$229K	Buy	3,415 +49	+1%	+$3.28K	0.04%	118
2019 Q2	$224K	Sell	3,366 -99	-3%	-$6.49K	0.04%	115
2019 Q1	$223K	Buy	+3,465	New	+$215K	0.04%	117
2018 Q4	–	Sell	-3,427	Closed	-$228K	–	126
2018 Q3	$228K	Sell	3,427 -168	-5%	-$11K	0.06%	105
2018 Q2	$225K	Sell	3,595 -794	-18%	-$49.3K	0.06%	107
2018 Q1	$265K	Buy	+4,389	New	+$274K	0.08%	90

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

Ritholtz Wealth Management's ITOT Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, selling an estimated $149K and leaving 41,454 shares worth $6.81M. The position accounts for 0.1% of the portfolio, ranked #124.

Ritholtz Wealth Management first reported a position in ITOT in Q1 2018 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Ritholtz Wealth Management held 41,454 shares of iShares Core S&P Total US Stock Market ETF worth $6.81M as of Q2 2026.
Ritholtz Wealth Management sold 936 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $149K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Ritholtz Wealth Management's portfolio in Q2 2026, its #124 holding.
Ritholtz Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 27 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.