Root Financial Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Root Financial Partners’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 Q3	$792K	Buy	4,764 +2,245	+89%	+$374K	0.03%	163
2026 Q2	$414K	Sell	2,519 -1,604	-39%	-$255K	0.02%	229
2026 Q1	$587K	Buy	4,123 +2,084	+102%	+$310K	0.03%	152
2025 Q4	$303K	Sell	2,039 -298	-13%	-$44K	0.02%	225
2025 Q3	$340K	Buy	2,337 +425	+22%	+$59.6K	0.02%	194
2025 Q2	$258K	Sell	1,912 -341	-15%	-$42.6K	0.03%	203
2025 Q1	$278K	Sell	2,253 -582	-21%	-$75K	0.03%	166
2024 Q4	$365K	Buy	2,835 +1,049	+59%	+$136K	0.05%	134
2024 Q3	$224K	Buy	+1,786	New	+$216K	0.04%	140

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Root Financial Partners's ITOT Position: Q3 2026 in Review

Root Financial Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 89% in Q3 2026, buying an estimated $374K and bringing the position to 4,764 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #163.

Root Financial Partners first reported a position in ITOT in Q3 2024 and has held it in 9 quarters since. 827 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Root Financial Partners held 4,764 shares of iShares Core S&P Total US Stock Market ETF worth $792K as of Q3 2026.
Root Financial Partners bought 2,245 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $374K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #163 holding.
Root Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
827 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.