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 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

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

Root Financial Partners's ITOT Position: Q2 2026 in Review

Root Financial Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 39% in Q2 2026, selling an estimated $255K and leaving 2,519 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #229.

Root Financial Partners first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $587K in Q1 2026. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Root Financial Partners held 2,519 shares of iShares Core S&P Total US Stock Market ETF worth $414K as of Q2 2026.
Root Financial Partners sold 1,604 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $255K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #229 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 8 quarters since.
Root Financial Partners's iShares Core S&P Total US Stock Market ETF position peaked at $587K in Q1 2026.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.