Resources Management Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Resources Management Corp’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	$23K	Hold	162	–	–	﹤0.01%	307
2025 Q4	$24K	Buy	162 +113	+231%	+$16.7K	﹤0.01%	310
2025 Q3	$7K	Hold	49	–	–	﹤0.01%	355
2025 Q2	$7K	Sell	49 -40	-45%	-$4.99K	﹤0.01%	363
2025 Q1	$11K	Sell	89 -10	-10%	-$1.29K	﹤0.01%	352
2024 Q4	$13K	Hold	99	–	–	﹤0.01%	344
2024 Q3	$12K	Hold	99	–	–	﹤0.01%	359
2024 Q2	$12K	Hold	99	–	–	﹤0.01%	345
2024 Q1	$11K	Hold	99	–	–	﹤0.01%	362
2023 Q4	$10K	Hold	99	–	–	﹤0.01%	362
2023 Q3	$9K	Hold	99	–	–	﹤0.01%	364
2023 Q2	$10K	Sell	99 -10,133	-99%	-$937K	﹤0.01%	366
2023 Q1	$1.49M	Buy	10,232 +10,182	+20,364%	+$904K	0.24%	81
2022 Q4	$4K	Sell	50 -82	-62%	-$7K	﹤0.01%	411
2022 Q3	$10K	Hold	132	–	–	﹤0.01%	387
2022 Q2	$11K	Hold	132	–	–	﹤0.01%	394
2022 Q1	$13K	Hold	132	–	–	﹤0.01%	390
2021 Q4	$14K	Hold	132	–	–	﹤0.01%	396
2021 Q3	$13K	Hold	132	–	–	﹤0.01%	386
2021 Q2	$13K	Hold	132	–	–	﹤0.01%	399
2021 Q1	$12K	Sell	132 -125	-49%	-$11.2K	﹤0.01%	393
2020 Q4	$22K	Buy	+257	New	+$20.8K	﹤0.01%	357

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

Resources Management Corp's ITOT Position: Q1 2026 in Review

Resources Management Corp held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 162 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Resources Management Corp first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q1 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Resources Management Corp held 162 shares of iShares Core S&P Total US Stock Market ETF worth $23K as of Q1 2026.
Resources Management Corp 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 Resources Management Corp's portfolio in Q1 2026, its #307 holding.
Resources Management Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Resources Management Corp's iShares Core S&P Total US Stock Market ETF position peaked at $1.49M in Q1 2023.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.