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

Shira Ridge 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
2026
Q3 		$417K Hold
2,505
– – 0.14% 57
2026
Q2 		$411K Sell
2,505
-93
-4% -$14.8K 0.14% 56
2026
Q1 		$370K Sell
2,598
-35
-1% -$5.2K 0.15% 56
2025
Q4 		$392K Sell
2,633
-152
-5% -$22.4K 0.16% 56
2025
Q3 		$406K Hold
2,785
– – 0.17% 55
2025
Q2 		$376K Hold
2,785
– – 0.17% 55
2025
Q1 		$340K Sell
2,785
-3
-0.1% -$387 0.17% 57
2024
Q4 		$359K Buy
2,788
+3
+0.1% +$388 0.18% 59
2024
Q3 		$350K Hold
2,785
– – 0.18% 63
2024
Q2 		$331K Sell
2,785
-324
-10% -$37.2K 0.18% 60
2024
Q1 		$358K Hold
3,109
– – 0.21% 57
2023
Q4 		$327K Hold
3,109
– – 0.2% 62
2023
Q3 		$293K Hold
3,109
– – 0.19% 56
2023
Q2 		$304K Hold
3,109
– – 0.19% 58
2023
Q1 		$282K Sell
3,109
-36
-1% -$3.2K 0.19% 56
2022
Q4 		$267K Buy
+3,145
New +$268K 0.18% 58

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Shira Ridge Wealth Management's ITOT Position: Q3 2026 in Review

Shira Ridge Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 2,505 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #57.

Shira Ridge Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Shira Ridge Wealth Management held 2,505 shares of iShares Core S&P Total US Stock Market ETF worth $417K as of Q3 2026.
  • Shira Ridge Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.