Roger Wittlin Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Roger Wittlin Investment 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	$15M	Buy	91,607 +128	+0.1%	+$20.3K	11.82%	3
2026 Q1	$13M	Sell	91,479 -2,714	-3%	-$404K	10.66%	3
2025 Q4	$14M	Sell	94,193 -16,729	-15%	-$2.47M	9.79%	3
2025 Q3	$16.2M	Sell	110,922 -1,353	-1%	-$190K	8.98%	3
2025 Q2	$15.2M	Sell	112,275 -19,012	-14%	-$2.37M	8.45%	3
2025 Q1	$16M	Sell	131,287 -764	-0.6%	-$98.5K	9.37%	3
2024 Q4	$17M	Buy	132,051 +40,488	+44%	+$5.24M	9.51%	3
2024 Q3	$11.5M	Buy	91,563 +571	+0.6%	+$69.1K	6.62%	4
2024 Q2	$10.8M	Buy	90,992 +6,647	+8%	+$763K	6.94%	4
2024 Q1	$9.73M	Buy	84,345 +12,047	+17%	+$1.32M	6.82%	4
2023 Q4	$7.61M	Buy	72,298 +662	+0.9%	+$64.9K	5.62%	5
2023 Q3	$6.75M	Buy	71,636 +255	+0.4%	+$25.1K	5.73%	5
2023 Q2	$6.98M	Buy	71,381 +817	+1%	+$75.5K	5.66%	5
2023 Q1	$6.39M	Sell	70,564 -6,867	-9%	-$610K	5.71%	6
2022 Q4	$6.57M	Buy	+77,431	New	+$6.61M	6.55%	5

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

Roger Wittlin Investment Advisory's ITOT Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.14% in Q2 2026, buying an estimated $20.3K and bringing the position to 91,607 shares worth $15M. The position accounts for 11.82% of the portfolio, ranked #3.

Roger Wittlin Investment Advisory first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q4 2024. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Roger Wittlin Investment Advisory held 91,607 shares of iShares Core S&P Total US Stock Market ETF worth $15M as of Q2 2026.
Roger Wittlin Investment Advisory bought 128 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $20.3K.
iShares Core S&P Total US Stock Market ETF made up 11.82% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #3 holding.
Roger Wittlin Investment Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Roger Wittlin Investment Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $17M in Q4 2024.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.