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

Rathbones 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 Q1	$256K	Hold	1,800	–	–	﹤0.01%	541
2025 Q4	$268K	Sell	1,800 -200	-10%	-$29.5K	﹤0.01%	533
2025 Q3	$291K	Hold	2,000	–	–	﹤0.01%	521
2025 Q2	$270K	Hold	2,000	–	–	﹤0.01%	512
2025 Q1	$244K	Hold	2,000	–	–	﹤0.01%	497
2024 Q4	$257K	Hold	2,000	–	–	﹤0.01%	497
2024 Q3	$251K	Sell	2,000 -213	-10%	-$25.8K	﹤0.01%	515
2024 Q2	$263K	Hold	2,213	–	–	﹤0.01%	513
2024 Q1	$255K	Hold	2,213	–	–	﹤0.01%	516
2023 Q4	$233K	Hold	2,213	–	–	﹤0.01%	510
2023 Q3	$208K	Buy	+2,213	New	+$217K	﹤0.01%	531

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

Rathbones Group's ITOT Position: Q1 2026 in Review

Rathbones Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,800 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Rathbones Group first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $291K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Rathbones Group held 1,800 shares of iShares Core S&P Total US Stock Market ETF worth $256K as of Q1 2026.
Rathbones Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #541 holding.
Rathbones Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Rathbones Group's iShares Core S&P Total US Stock Market ETF position peaked at $291K in Q3 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 Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.