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 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

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

Root Financial Partners's ITOT Position: Q1 2026 in Review

Root Financial Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 102% in Q1 2026, buying an estimated $310K and bringing the position to 4,123 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #152.

Root Financial Partners first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Root Financial Partners held 4,123 shares of iShares Core S&P Total US Stock Market ETF worth $587K as of Q1 2026.
Root Financial Partners bought 2,084 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $310K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #152 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 7 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.