RCS Financial Planning’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

RCS Financial Planning’s Portfolio TOPT Stock Details TOPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$648K	Buy	+19,683	New	+$639K	0.31%	56

Other funds holding TOPT

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

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

RCS Financial Planning opened a new position in iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026: 19,683 shares worth $648K. The stake represents 0.31% of the portfolio and ranks #56 among its holdings.

16 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

RCS Financial Planning held 19,683 shares of iShares Top 20 U.S. Stocks ETF worth $648K as of Q2 2026.
iShares Top 20 U.S. Stocks ETF was a new RCS Financial Planning position in Q2 2026.
iShares Top 20 U.S. Stocks ETF made up 0.31% of RCS Financial Planning's portfolio in Q2 2026, its #56 holding.
16 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

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