Ruedi Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ruedi Wealth Management’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
2025 Q2	–	Sell	-1	Closed	-$121	–	187
2025 Q1	$121	Hold	1	–	–	﹤0.01%	329
2024 Q4	$127	Hold	1	–	–	﹤0.01%	331
2024 Q3	$124	Hold	1	–	–	﹤0.01%	339
2024 Q2	$117	Hold	1	–	–	﹤0.01%	471
2024 Q1	$114	Sell	1 -20	-95%	-$2.19K	﹤0.01%	257
2023 Q4	$2.22K	Hold	21	–	–	﹤0.01%	207
2023 Q3	$1.99K	Hold	21	–	–	﹤0.01%	183
2023 Q2	$2.08K	Buy	21 +20	+2,000%	+$1.85K	﹤0.01%	189
2023 Q1	$105	Hold	1	–	–	﹤0.01%	253
2022 Q4	$84	Buy	+1	New	+$85	﹤0.01%	237

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ruedi Wealth Management's ITOT Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 1 share — an estimated $121 sold.

Ruedi Wealth Management first reported a position in ITOT in Q4 2022 and held it in 10 quarters. The position peaked at $2.22K in Q4 2023. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 1 iShares Core S&P Total US Stock Market ETF share in Q2 2025, an estimated $121.
Ruedi Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.22K in Q4 2023.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.