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

Reliant Wealth 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 		$40.9M Sell
249,115
-6,618
-3% -$1.05M 11.26% 3
2026
Q1 		$36.4M Sell
255,733
-6,753
-3% -$1M 11.01% 3
2025
Q4 		$39M Sell
262,486
-3,104
-1% -$458K 12.2% 3
2025
Q3 		$38.7M Sell
265,590
-16,696
-6% -$2.34M 12.54% 3
2025
Q2 		$38.1M Sell
282,286
-9,363
-3% -$1.17M 14.88% 3
2025
Q1 		$35.6M Sell
291,649
-12,378
-4% -$1.6M 16.23% 3
2024
Q4 		$39.1M Sell
304,027
-406,835
-57% -$52.7M 18.34% 3
2024
Q3 		$89.3M Buy
710,862
+8,884
+1% +$1.08M 38.67% 1
2024
Q2 		$83.4M Buy
701,978
+2,268
+0.3% +$260K 38.47% 1
2024
Q1 		$80.7M Buy
699,710
+12,338
+2% +$1.35M 38.59% 1
2023
Q4 		$72.3M Buy
687,372
+71,835
+12% +$7.04M 35.12% 1
2023
Q3 		$58M Buy
615,537
+32,725
+6% +$3.22M 30.76% 1
2023
Q2 		$57M Sell
582,812
-7,048
-1% -$652K 34.41% 1
2023
Q1 		$53.4M Sell
589,860
-3,279
-0.6% -$291K 33.11% 1
2022
Q4 		$50.3M Buy
593,139
+8,688
+1% +$741K 30.51% 1
2022
Q3 		$46.5M Buy
584,451
+6,614
+1% +$585K 19.74% 1
2022
Q2 		$48.4M Sell
577,837
-7,213
-1% -$657K 20.32% 1
2022
Q1 		$59.1M Buy
585,050
+14,244
+2% +$1.42M 29.19% 1
2021
Q4 		$61.1M Sell
570,806
-10,505
-2% -$1.1M 29.7% 1
2021
Q3 		$57.2M Sell
581,311
-5,830
-1% -$590K 30.31% 1
2021
Q2 		$58M Sell
587,141
-2,534
-0.4% -$244K 30.99% 1
2021
Q1 		$54M Buy
589,675
+7,357
+1% +$660K 31.31% 1
2020
Q4 		$50.2M Sell
582,318
-6,574
-1% -$532K 29.94% 1
2020
Q3 		$44.5M Buy
588,892
+10,697
+2% +$798K 29.02% 1
2020
Q2 		$40.1M Buy
578,195
+494
+0.1% +$32.3K 24.92% 1
2020
Q1 		$33M Buy
577,701
+12,316
+2% +$845K 17.24% 2
2019
Q4 		$41.1M Buy
+565,385
New +$39.3M 20.59% 2

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Reliant Wealth Planning's ITOT Position: Q2 2026 in Review

Reliant Wealth Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, selling an estimated $1.05M and leaving 249,115 shares worth $40.9M. The position accounts for 11.26% of the portfolio, ranked #3.

Reliant Wealth Planning first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $89.3M in Q3 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Reliant Wealth Planning held 249,115 shares of iShares Core S&P Total US Stock Market ETF worth $40.9M as of Q2 2026.
  • Reliant Wealth Planning sold 6,618 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.05M.
  • iShares Core S&P Total US Stock Market ETF made up 11.26% of Reliant Wealth Planning's portfolio in Q2 2026, its #3 holding.
  • Reliant Wealth Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Reliant Wealth Planning's iShares Core S&P Total US Stock Market ETF position peaked at $89.3M in Q3 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.