Ritter Daniher Financial Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ritter Daniher Financial Advisory’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	$430K	Buy	2,619 +10	+0.4%	+$1.59K	0.07%	114
2026 Q1	$372K	Buy	2,609 +59	+2%	+$8.77K	0.06%	118
2025 Q4	$379K	Buy	2,550 +95	+4%	+$14K	0.06%	115
2025 Q3	$358K	Sell	2,455 -134	-5%	-$18.8K	0.06%	115
2025 Q2	$350K	Buy	2,589 +8	+0.3%	+$998	0.09%	66
2025 Q1	$315K	Buy	2,581 +60	+2%	+$7.73K	0.09%	69
2024 Q4	$324K	Buy	2,521 +9	+0.4%	+$1.17K	0.09%	66
2024 Q3	$316K	Buy	2,512 +6	+0.2%	+$726	0.09%	65
2024 Q2	$298K	Buy	2,506 +10	+0.4%	+$1.15K	0.09%	64
2024 Q1	$288K	Buy	2,496 +178	+8%	+$19.5K	0.1%	67
2023 Q4	$244K	Buy	2,318 +60	+3%	+$5.88K	0.09%	70
2023 Q3	$213K	Buy	2,258 +13	+0.6%	+$1.28K	0.09%	67
2023 Q2	$220K	Buy	2,245 +33	+1%	+$3.05K	0.09%	66
2023 Q1	$200K	Sell	2,212 -3,045	-58%	-$270K	0.09%	69
2022 Q4	$446K	Buy	5,257 +1,531	+41%	+$131K	0.21%	46
2022 Q3	$296K	Hold	3,726	–	–	0.21%	51
2022 Q2	$312K	Buy	3,726 +10	+0.3%	+$911	0.22%	47
2022 Q1	$375K	Sell	3,716 -1,265	-25%	-$126K	0.26%	40
2021 Q4	$533K	Buy	4,981 +1,328	+36%	+$139K	0.36%	31
2021 Q3	$359K	Hold	3,653	–	–	0.26%	39
2021 Q2	$361K	Hold	3,653	–	–	0.27%	36
2021 Q1	$335K	Hold	3,653	–	–	0.27%	38
2020 Q4	$315K	Buy	+3,653	New	+$296K	0.27%	36

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

Ritter Daniher Financial Advisory's ITOT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.38% in Q2 2026, buying an estimated $1.59K and bringing the position to 2,619 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #114.

Ritter Daniher Financial Advisory first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $533K in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Ritter Daniher Financial Advisory held 2,619 shares of iShares Core S&P Total US Stock Market ETF worth $430K as of Q2 2026.
Ritter Daniher Financial Advisory bought 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #114 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $533K in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.