Curi RMB Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Curi RMB Capital’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	$3.36M	Buy	20,426 +616	+3%	+$97.8K	0.05%	281
2026 Q1	$2.82M	Sell	19,810 -874	-4%	-$130K	0.05%	285
2025 Q4	$3.08M	Sell	20,684 -135	-0.6%	-$19.9K	0.05%	275
2025 Q3	$3.03M	Buy	20,819 +2,491	+14%	+$349K	0.06%	274
2025 Q2	$2.47M	Buy	18,328 +16,639	+985%	+$2.08M	0.05%	296
2025 Q1	$206K	Buy	+1,689	New	+$218K	0.01%	466

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Curi RMB Capital's ITOT Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.1% in Q2 2026, buying an estimated $97.8K and bringing the position to 20,426 shares worth $3.36M. The position accounts for 0.05% of the portfolio, ranked #281.

Curi RMB Capital first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Curi RMB Capital held 20,426 shares of iShares Core S&P Total US Stock Market ETF worth $3.36M as of Q2 2026.
Curi RMB Capital bought 616 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $97.8K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Curi RMB Capital's portfolio in Q2 2026, its #281 holding.
Curi RMB Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.