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

Robertson Stephens 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	$15.3M	Buy	93,405 +7,774	+9%	+$1.23M	0.38%	51
2026 Q1	$12.2M	Sell	85,631 -42,819	-33%	-$6.37M	0.34%	55
2025 Q4	$19.1M	Sell	128,450 -12,058	-9%	-$1.78M	0.5%	36
2025 Q3	$20.5M	Sell	140,508 -5,177	-4%	-$726K	0.62%	31
2025 Q2	$19.7M	Sell	145,685 -698	-0.5%	-$87.1K	0.63%	36
2025 Q1	$17.9M	Sell	146,383 -11,661	-7%	-$1.5M	0.61%	32
2024 Q4	$20.3M	Sell	158,044 -3,350	-2%	-$434K	0.72%	28
2024 Q3	$20.3M	Sell	161,394 -158	-0.1%	-$19.1K	0.73%	33
2024 Q2	$19.2M	Buy	161,552 +137,831	+581%	+$15.8M	0.97%	21
2024 Q1	$2.73M	Sell	23,721 -10,428	-31%	-$1.14M	0.15%	120
2023 Q4	$3.59M	Sell	34,149 -429	-1%	-$42K	0.22%	85
2023 Q3	$3.27M	Buy	34,578 +27,385	+381%	+$2.69M	0.22%	97
2023 Q2	$704K	Sell	7,193 -500	-6%	-$46.2K	0.05%	233
2023 Q1	$697K	Hold	7,693	–	–	0.05%	247
2022 Q4	$652K	Sell	7,693 -132	-2%	-$11.3K	0.06%	225
2022 Q3	$622K	Sell	7,825 -1,795	-19%	-$159K	0.06%	195
2022 Q2	$805K	Buy	9,620 +863	+10%	+$78.6K	0.08%	185
2022 Q1	$883K	Sell	8,757 -974	-10%	-$97.1K	0.07%	192
2021 Q4	$1.04M	Buy	9,731 +406	+4%	+$42.4K	0.09%	179
2021 Q3	$917K	Sell	9,325 -154	-2%	-$15.6K	0.1%	129
2021 Q2	$936K	Hold	9,479	–	–	0.11%	125
2021 Q1	$868K	Buy	9,479 +1,709	+22%	+$153K	0.14%	115
2020 Q4	$669K	Sell	7,770 -2,401	-24%	-$194K	0.14%	120
2020 Q3	$767K	Buy	10,171 +4,872	+92%	+$364K	0.19%	99
2020 Q2	$367K	Buy	5,299 +240	+5%	+$15.7K	0.11%	128
2020 Q1	$289K	Buy	+5,059	New	+$347K	0.1%	143

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

Robertson Stephens Wealth Management's ITOT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.1% in Q2 2026, buying an estimated $1.23M and bringing the position to 93,405 shares worth $15.3M. The position accounts for 0.38% of the portfolio, ranked #51.

Robertson Stephens Wealth Management first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.5M in Q3 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Robertson Stephens Wealth Management held 93,405 shares of iShares Core S&P Total US Stock Market ETF worth $15.3M as of Q2 2026.
Robertson Stephens Wealth Management bought 7,774 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.23M.
iShares Core S&P Total US Stock Market ETF made up 0.38% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #51 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
Robertson Stephens Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $20.5M in Q3 2025.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.