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Retirement Capital Strategies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Retirement Capital Strategies’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 		$7.05M Buy
42,945
+39,991
+1,354% +$6.35M 2.45% 13
2026
Q1 		$421K Hold
2,954
– – 0.16% 52
2025
Q4 		$439K Sell
2,954
-230
-7% -$33.9K 0.16% 57
2025
Q3 		$464K Hold
3,184
– – 0.18% 51
2025
Q2 		$430K Sell
3,184
-37,617
-92% -$4.69M 0.17% 52
2025
Q1 		$4.98M Buy
40,801
+206
+0.5% +$26.6K 1.94% 14
2024
Q4 		$5.22M Sell
40,595
-1,141
-3% -$148K 1.98% 14
2024
Q3 		$5.24M Sell
41,736
-1,775
-4% -$215K 2.05% 11
2024
Q2 		$5.17M Buy
43,511
+3,796
+10% +$436K 2.07% 11
2024
Q1 		$4.58M Buy
39,715
+36,761
+1,244% +$4.03M 1.87% 14
2023
Q4 		$311K Sell
2,954
-264,455
-99% -$25.9M 0.13% 66
2023
Q3 		$25.2M Buy
+267,409
New +$26.3M 11.8% 2
2022
Q1 		– Sell
-37,023
Closed -$3.96M – 72
2021
Q4 		$3.96M Buy
+37,023
New +$3.87M 1.45% 17

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

Retirement Capital Strategies's ITOT Position: Q2 2026 in Review

Retirement Capital Strategies increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1,354% in Q2 2026, buying an estimated $6.35M and bringing the position to 42,945 shares worth $7.05M. The position accounts for 2.45% of the portfolio, ranked #13.

Retirement Capital Strategies first reported a position in ITOT in Q4 2021 and has held it in 13 quarters since. The position peaked at $25.2M in Q3 2023. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Retirement Capital Strategies held 42,945 shares of iShares Core S&P Total US Stock Market ETF worth $7.05M as of Q2 2026.
  • Retirement Capital Strategies bought 39,991 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.35M.
  • iShares Core S&P Total US Stock Market ETF made up 2.45% of Retirement Capital Strategies's portfolio in Q2 2026, its #13 holding.
  • Retirement Capital Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
  • Retirement Capital Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $25.2M in Q3 2023.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.