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

Rossby Financial’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 		$104K Sell
723
-2
-0.3% -$297 0.02% 530
2025
Q4 		$108K Sell
725
-143
-16% -$21.1K 0.03% 398
2025
Q3 		$127K Buy
868
+74
+9% +$10.4K 0.04% 355
2025
Q2 		$107K Buy
794
+312
+65% +$38.9K 0.04% 348
2025
Q1 		$57.9K Buy
+482
New +$62.1K 0.02% 449

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Rossby Financial's ITOT Position: Q1 2026 in Review

Rossby Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.28% in Q1 2026, selling an estimated $297 and leaving 723 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #530.

Rossby Financial first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $127K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Rossby Financial held 723 shares of iShares Core S&P Total US Stock Market ETF worth $104K as of Q1 2026.
  • Rossby Financial sold 2 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $297.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #530 holding.
  • Rossby Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's iShares Core S&P Total US Stock Market ETF position peaked at $127K in Q3 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.