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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Shira Ridge Wealth Management's ITOT Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.6% in Q2 2026, selling an estimated $14.8K and leaving 2,505 shares worth $411K. The position accounts for 0.14% of the portfolio, ranked #56.

Shira Ridge Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Shira Ridge Wealth Management held 2,505 shares of iShares Core S&P Total US Stock Market ETF worth $411K as of Q2 2026.
Shira Ridge Wealth Management sold 93 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.8K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #56 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 15 quarters since.
1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.