Ruggaard & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ruggaard & Associates’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	$342K	Sell	2,400 -1,010	-30%	-$150K	0.14%	91
2025 Q4	$507K	Hold	3,410	–	–	0.2%	67
2025 Q3	$497K	Hold	3,410	–	–	0.19%	67
2025 Q2	$460K	Sell	3,410 -1,008	-23%	-$126K	0.19%	68
2025 Q1	$539K	Sell	4,418 -1,957	-31%	-$252K	0.24%	55
2024 Q4	$820K	Buy	6,375 +1,960	+44%	+$254K	0.36%	36
2024 Q3	$555K	Buy	4,415 +2	+0%	+$242	0.24%	58
2024 Q2	$524K	Buy	4,413 +2	+0%	+$230	0.24%	61
2024 Q1	$509K	Buy	4,411 +1	+0%	+$110	0.24%	56
2023 Q4	$464K	Hold	4,410	–	–	0.25%	58
2023 Q3	$415K	Hold	4,410	–	–	0.25%	64
2023 Q2	$431K	Hold	4,410	–	–	0.25%	62
2023 Q1	$399K	Buy	+4,410	New	+$392K	0.25%	64

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ruggaard & Associates's ITOT Position: Q1 2026 in Review

Ruggaard & Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 30% in Q1 2026, selling an estimated $150K and leaving 2,400 shares worth $342K. The position accounts for 0.14% of the portfolio, ranked #91.

Ruggaard & Associates first reported a position in ITOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $820K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Ruggaard & Associates held 2,400 shares of iShares Core S&P Total US Stock Market ETF worth $342K as of Q1 2026.
Ruggaard & Associates sold 1,010 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $150K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Ruggaard & Associates's portfolio in Q1 2026, its #91 holding.
Ruggaard & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $820K in Q4 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.