Robinson Smith Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Robinson Smith Wealth Advisors’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 Q1	$1.96M	Sell	13,764 -201	-1%	-$29.9K	1.33%	19
2025 Q4	$2.08M	Sell	13,965 -6	-0%	-$885	1.42%	20
2025 Q3	$2.03M	Buy	13,971 +339	+2%	+$47.5K	1.46%	18
2025 Q2	$1.84M	Buy	13,632 +1,186	+10%	+$148K	1.47%	19
2025 Q1	$1.52M	Buy	12,446 +902	+8%	+$116K	1.27%	18
2024 Q4	$1.48M	Buy	11,544 +6	+0.1%	+$777	1.26%	21
2024 Q3	$1.45M	Sell	11,538 -14	-0.1%	-$1.7K	1.23%	21
2024 Q2	$1.37M	Hold	11,552	–	–	1.21%	21
2024 Q1	$1.33M	Buy	11,552 +61	+0.5%	+$6.69K	1.28%	21
2023 Q4	$1.21M	Buy	+11,491	New	+$1.13M	1.19%	22

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Robinson Smith Wealth Advisors's ITOT Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q1 2026, selling an estimated $29.9K and leaving 13,764 shares worth $1.96M. The position accounts for 1.33% of the portfolio, ranked #19.

Robinson Smith Wealth Advisors first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Robinson Smith Wealth Advisors held 13,764 shares of iShares Core S&P Total US Stock Market ETF worth $1.96M as of Q1 2026.
Robinson Smith Wealth Advisors sold 201 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $29.9K.
iShares Core S&P Total US Stock Market ETF made up 1.33% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Robinson Smith Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.08M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.