RAFFA WEALTH MANAGEMENT, LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$610K	Sell	3,714 -1,311	-26%	-$208K	0.08%	53
2026 Q1	$716K	Sell	5,025 -67	-1%	-$9.96K	0.11%	49
2025 Q4	$757K	Hold	5,092	–	–	0.12%	51
2025 Q3	$742K	Hold	5,092	–	–	0.13%	51
2025 Q2	$688K	Hold	5,092	–	–	0.14%	50
2025 Q1	$621K	Buy	5,092 +342	+7%	+$44.1K	0.14%	49
2024 Q4	$611K	Hold	4,750	–	–	0.14%	47
2024 Q3	$597K	Hold	4,750	–	–	0.14%	47
2024 Q2	$564K	Hold	4,750	–	–	0.16%	46
2024 Q1	$548K	Buy	+4,750	New	+$521K	0.16%	47
2023 Q3	$447K	Buy	+4,750	New	+$467K	0.15%	41
2022 Q4	$517K	Hold	6,100	–	–	0.21%	33
2022 Q3	$485K	Buy	+6,100	New	+$539K	0.21%	32
2021 Q4	$653K	Hold	6,100	–	–	0.21%	28
2021 Q3	$600K	Hold	6,100	–	–	0.21%	27
2021 Q2	$602K	Buy	+6,100	New	+$587K	0.21%	27
2020 Q4	$556K	Buy	+6,450	New	+$522K	0.2%	25
2020 Q2	$448K	Hold	6,450	–	–	0.17%	27
2020 Q1	$369K	Buy	+6,450	New	+$443K	0.14%	30
2019 Q3	$433K	Buy	+6,450	New	+$432K	0.15%	34
2018 Q1	$387K	Buy	6,400 +200	+3%	+$12.5K	0.14%	52
2017 Q4	$379K	Buy	+6,200	New	+$369K	0.15%	57
2017 Q1	$335K	Buy	+6,200	New	+$331K	0.16%	40
2016 Q3	$307K	Buy	+6,200	New	+$306K	0.17%	43
2016 Q1	$289K	Hold	6,200	–	–	0.17%	44
2015 Q4	$288K	Buy	+6,200	New	+$291K	0.17%	37
2015 Q2	$236K	Hold	5,000	–	–	0.14%	45
2015 Q1	$237K	Hold	5,000	–	–	0.14%	44
2014 Q4	$235K	Hold	5,000	–	–	0.14%	42
2014 Q3	$224K	Hold	5,000	–	–	0.17%	41
2014 Q2	$224K	Hold	5,000	–	–	0.17%	43
2014 Q1	$214K	Hold	5,000	–	–	0.17%	42
2013 Q4	$235K	Buy	+5,000	New	+$203K	0.14%	42

Other funds holding ITOT

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ITOT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 26% in Q2 2026, selling an estimated $208K and leaving 3,714 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #53.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ITOT in Q4 2013 and has held it in 33 quarters since. The position peaked at $757K in Q4 2025. 696 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3,714 shares of iShares Core S&P Total US Stock Market ETF worth $610K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1,311 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $208K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #53 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2013 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Core S&P Total US Stock Market ETF position peaked at $757K in Q4 2025.
696 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.