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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Curi RMB Capital's ITOT Position: Q1 2026 in Review

Curi RMB Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.2% in Q1 2026, selling an estimated $130K and leaving 19,810 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #285.

Curi RMB Capital first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.08M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Curi RMB Capital held 19,810 shares of iShares Core S&P Total US Stock Market ETF worth $2.82M as of Q1 2026.
Curi RMB Capital sold 874 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $130K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Curi RMB Capital's portfolio in Q1 2026, its #285 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 5 quarters since.
Curi RMB Capital's iShares Core S&P Total US Stock Market ETF position peaked at $3.08M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.