RW Investment Management’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
$5.24M Sell
31,876
-668
-2% -$106K 0.46% 18
2026
Q1
$4.64M Buy
+32,544
New +$4.84M 0.45% 17
2025
Q3
$475K Sell
3,263
-43
-1% -$6.03K 0.05% 65
2025
Q2
$446K Buy
+3,306
New +$413K 0.05% 70

Other funds holding ITOT

RW Investment Management's ITOT Position: Q2 2026 in Review

RW Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q2 2026, selling an estimated $106K and leaving 31,876 shares worth $5.24M. The position accounts for 0.46% of the portfolio, ranked #18.

RW Investment Management first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • RW Investment Management held 31,876 shares of iShares Core S&P Total US Stock Market ETF worth $5.24M as of Q2 2026.
  • RW Investment Management sold 668 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $106K.
  • iShares Core S&P Total US Stock Market ETF made up 0.46% of RW Investment Management's portfolio in Q2 2026, its #18 holding.
  • RW Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.