RFP
ITOT icon

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

RCS Financial Planning’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 		$291K Sell
1,771
-293
-14% -$46.5K 0.14% 88
2026
Q1 		$294K Sell
2,064
-660
-24% -$98.1K 0.15% 85
2025
Q4 		$405K Buy
2,724
+75
+3% +$11.1K 0.17% 72
2025
Q3 		$386K Sell
2,649
-24
-0.9% -$3.37K 0.17% 74
2025
Q2 		$361K Buy
2,673
+156
+6% +$19.5K 0.18% 66
2025
Q1 		$307K Buy
2,517
+482
+24% +$62.1K 0.16% 66
2024
Q4 		$262K Sell
2,035
-1,288
-39% -$167K 0.14% 69
2024
Q3 		$417K Buy
+3,323
New +$402K 0.23% 52

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

RCS Financial Planning's ITOT Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, selling an estimated $46.5K and leaving 1,771 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #88.

RCS Financial Planning first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2024. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • RCS Financial Planning held 1,771 shares of iShares Core S&P Total US Stock Market ETF worth $291K as of Q2 2026.
  • RCS Financial Planning sold 293 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $46.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of RCS Financial Planning's portfolio in Q2 2026, its #88 holding.
  • RCS Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • RCS Financial Planning's iShares Core S&P Total US Stock Market ETF position peaked at $417K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.