Ruggiero Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$418K Buy
2,543
+377
+17% +$59.8K 0.35% 48
2026
Q1
$309K Sell
2,166
-180
-8% -$26.8K 0.3% 49
2025
Q4
$349K Buy
+2,346
New +$346K 0.31% 47

Other funds holding ITOT

Ruggiero Investments's ITOT Position: Q2 2026 in Review

Ruggiero Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,543 shares worth $418K. The position accounts for 0.35% of the portfolio, ranked #48.

Ruggiero Investments first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Ruggiero Investments held 2,543 shares of iShares Core S&P Total US Stock Market ETF worth $418K as of Q2 2026.
  • Ruggiero Investments bought 377 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $59.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.35% of Ruggiero Investments's portfolio in Q2 2026, its #48 holding.
  • Ruggiero Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.