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 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 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

Retirement Capital Strategies's ITOT Position: Q1 2026 in Review

Retirement Capital Strategies held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,954 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #52.

Retirement Capital Strategies first reported a position in ITOT in Q4 2021 and has held it in 12 quarters since. The position peaked at $25.2M in Q3 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Retirement Capital Strategies held 2,954 shares of iShares Core S&P Total US Stock Market ETF worth $421K as of Q1 2026.
Retirement Capital Strategies 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 0.16% of Retirement Capital Strategies's portfolio in Q1 2026, its #52 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 12 quarters since.
Retirement Capital Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $25.2M in Q3 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 Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.