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RITHOLTZ WEALTH MANAGEMENT: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on ITOT, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 41,454 ITOT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 41,454 shares
    Change vs previous 13F -936 shares

    0.1% of the 13F portfolio, value $6,809,629.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,390 shares
    Change vs previous 13F +1,054 shares

    0.1% of the 13F portfolio, value $6,037,614.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,336 shares
    Change vs previous 13F +6,168 shares

    0.11% of the 13F portfolio, value $6,146,255.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,168 shares
    Change vs previous 13F -1,114 shares

    0.1% of the 13F portfolio, value $5,122,207.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,282 shares
    Change vs previous 13F +16,540 shares

    0.11% of the 13F portfolio, value $4,899,496.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,742 shares
    Change vs previous 13F -840 shares

    0.07% of the 13F portfolio, value $2,408,681.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,582 shares
    Change vs previous 13F -676 shares

    0.08% of the 13F portfolio, value $2,647,252.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,258 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,670,441.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).