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Rothschild Investment LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rothschild Investment LLC’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 		$113K Hold
687
– – ﹤0.01% 1012
2026
Q1 		$97.8K Sell
687
-1,512
-69% -$225K 0.01% 896
2025
Q4 		$327K Sell
2,199
-2
-0.1% -$295 0.02% 478
2025
Q3 		$321K Hold
2,201
– – 0.02% 466
2025
Q2 		$297K Hold
2,201
– – 0.02% 429
2025
Q1 		$269K Sell
2,201
-351
-14% -$45.2K 0.02% 440
2024
Q4 		$328K Buy
2,552
+38
+2% +$4.92K 0.02% 409
2024
Q3 		$316K Hold
2,514
– – 0.02% 421
2024
Q2 		$299K Sell
2,514
-218
-8% -$25K 0.02% 423
2024
Q1 		$315K Sell
2,732
-313
-10% -$34.3K 0.02% 399
2023
Q4 		$320K Sell
3,045
-332
-10% -$32.5K 0.03% 346
2023
Q3 		$318K Buy
+3,377
New +$332K 0.03% 378

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Rothschild Investment LLC's ITOT Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 687 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Rothschild Investment LLC first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $328K in Q4 2024. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Rothschild Investment LLC held 687 shares of iShares Core S&P Total US Stock Market ETF worth $113K as of Q2 2026.
  • Rothschild Investment LLC left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1012 holding.
  • Rothschild Investment LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Rothschild Investment LLC's iShares Core S&P Total US Stock Market ETF position peaked at $328K in Q4 2024.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.