Range Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Range Financial Group’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	$263K	Buy	1,601 +37	+2%	+$5.87K	0.07%	189
2026 Q1	$223K	Sell	1,564 -261	-14%	-$38.8K	0.07%	182
2025 Q4	$271K	Sell	1,825 -25	-1%	-$3.69K	0.09%	180
2025 Q3	$269K	Buy	1,850 +6	+0.3%	+$841	0.1%	178
2025 Q2	$249K	Buy	1,844 +9	+0.5%	+$1.12K	0.1%	181
2025 Q1	$224K	Buy	1,835 +128	+7%	+$16.5K	0.1%	173
2024 Q4	$220K	Buy	1,707 +83	+5%	+$10.7K	0.1%	172
2024 Q3	$204K	Buy	+1,624	New	+$197K	0.28%	81
2023 Q2	–	Sell	-4,142	Closed	-$375K	–	170
2023 Q1	$375K	Sell	4,142 -150	-3%	-$13.3K	0.25%	125
2022 Q4	$364K	Buy	4,292 +311	+8%	+$26.5K	0.25%	139
2022 Q3	$317K	Sell	3,981 -41	-1%	-$3.63K	0.25%	126
2022 Q2	$337K	Buy	4,022 +190	+5%	+$17.3K	0.24%	128
2022 Q1	$387K	Sell	3,832 -42	-1%	-$4.19K	0.25%	125
2021 Q4	$414K	Buy	3,874 +126	+3%	+$13.2K	0.27%	112
2021 Q3	$369K	Buy	3,748 +8	+0.2%	+$809	0.27%	117
2021 Q2	$369K	Buy	3,740 +389	+12%	+$37.4K	0.27%	115
2021 Q1	$307K	Buy	+3,351	New	+$301K	0.28%	112

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

Range Financial Group's ITOT Position: Q2 2026 in Review

Range Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q2 2026, buying an estimated $5.87K and bringing the position to 1,601 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #189.

Range Financial Group first reported a position in ITOT in Q1 2021 and has held it in 17 quarters since. The position peaked at $414K in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Range Financial Group held 1,601 shares of iShares Core S&P Total US Stock Market ETF worth $263K as of Q2 2026.
Range Financial Group bought 37 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.87K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Range Financial Group's portfolio in Q2 2026, its #189 holding.
Range Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 17 quarters since.
Range Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $414K in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.