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ITOT icon

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

Roxbury 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
Q2 		$9.07K Hold
55
– – 0.01% 327
2026
Q1 		$7.86K Hold
55
– – 0.01% 312
2025
Q4 		$8.2K Hold
55
– – 0.01% 306
2025
Q3 		$8.03K Hold
55
– – 0.01% 299
2025
Q2 		$7.44K Sell
55
-30
-35% -$3.74K 0.01% 295
2025
Q1 		$11.1K Buy
85
+1
+1% +$129 0.01% 272
2024
Q4 		$11.3K Buy
+84
New +$10.9K 0.01% 294

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Roxbury Financial's ITOT Position: Q2 2026 in Review

Roxbury Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 55 shares worth $9.07K. The position accounts for 0.01% of the portfolio, ranked #327.

Roxbury Financial first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3K in Q4 2024. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Roxbury Financial held 55 shares of iShares Core S&P Total US Stock Market ETF worth $9.07K as of Q2 2026.
  • Roxbury Financial 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 Roxbury Financial's portfolio in Q2 2026, its #327 holding.
  • Roxbury Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares Core S&P Total US Stock Market ETF position peaked at $11.3K in Q4 2024.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.