Rubicon Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rubicon Advisors’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	$3.69M	Buy	+22,487	New	+$3.57M	2.69%	11

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

Rubicon Advisors's ITOT Position: Q2 2026 in Review

Rubicon Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 22,487 shares worth $3.69M. The stake represents 2.69% of the portfolio and ranks #11 among its holdings.

1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Rubicon Advisors held 22,487 shares of iShares Core S&P Total US Stock Market ETF worth $3.69M as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Rubicon Advisors position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 2.69% of Rubicon Advisors's portfolio in Q2 2026, its #11 holding.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.