RPGK
ITOT icon

Retirement Planning Group (Kansas)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.73M Sell
16,626
-4,010
-19% -$636K 0.07% 119
2026
Q1 		$2.94M Sell
20,636
-3,417
-14% -$508K 0.09% 100
2025
Q4 		$3.58M Buy
24,053
+864
+4% +$128K 0.12% 81
2025
Q3 		$3.38M Sell
23,189
-2,426
-9% -$340K 0.12% 76
2025
Q2 		$3.46M Sell
25,615
-3,533
-12% -$441K 0.15% 55
2025
Q1 		$3.56M Sell
29,148
-36,341
-55% -$4.68M 0.17% 52
2024
Q4 		$8.42M Buy
65,489
+3,916
+6% +$507K 0.42% 29
2024
Q3 		$7.73M Buy
61,573
+401
+0.7% +$48.5K 0.42% 32
2024
Q2 		$7.27M Sell
61,172
-228
-0.4% -$26.2K 0.46% 28
2024
Q1 		$7.08M Buy
61,400
+5,773
+10% +$633K 0.54% 26
2023
Q4 		$5.85M Buy
55,627
+1,377
+3% +$135K 0.52% 23
2023
Q3 		$5.11M Buy
54,250
+9,264
+21% +$910K 0.54% 20
2023
Q2 		$4.4M Buy
44,986
+8,851
+24% +$818K 0.44% 23
2023
Q1 		$3.27M Buy
36,135
+3,110
+9% +$276K 0.35% 29
2022
Q4 		$2.8M Buy
33,025
+8,979
+37% +$766K 0.32% 29
2022
Q3 		$1.91M Buy
24,046
+7,726
+47% +$683K 0.24% 35
2022
Q2 		$1.37M Buy
+16,320
New +$1.49M 0.17% 41

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 Planning Group (Kansas)'s ITOT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 19% in Q2 2026, selling an estimated $636K and leaving 16,626 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #119.

Retirement Planning Group (Kansas) first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.42M in Q4 2024. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Retirement Planning Group (Kansas) held 16,626 shares of iShares Core S&P Total US Stock Market ETF worth $2.73M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 4,010 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $636K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #119 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core S&P Total US Stock Market ETF position peaked at $8.42M in Q4 2024.
  • 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 Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.