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

Riverbend 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 		$2.69M Buy
16,388
+42
+0.3% +$6.67K 1.35% 15
2026
Q1 		$2.33M Buy
16,346
+392
+2% +$58.3K 1.33% 17
2025
Q4 		$2.37M Buy
15,954
+4,536
+40% +$669K 1.47% 16
2025
Q3 		$1.66M Buy
11,418
+1,004
+10% +$141K 1.16% 22
2025
Q2 		$1.41M Buy
10,414
+2,552
+32% +$318K 1.06% 25
2025
Q1 		$959K Buy
7,862
+87
+1% +$11.2K 0.86% 36
2024
Q4 		$1M Buy
+7,775
New +$1.01M 0.89% 32

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Riverbend Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $6.67K and bringing the position to 16,388 shares worth $2.69M. The position accounts for 1.35% of the portfolio, ranked #15.

Riverbend Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 917 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Riverbend Wealth Management held 16,388 shares of iShares Core S&P Total US Stock Market ETF worth $2.69M as of Q2 2026.
  • Riverbend Wealth Management bought 42 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.67K.
  • iShares Core S&P Total US Stock Market ETF made up 1.35% of Riverbend Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Riverbend Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.