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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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 Planning Group (Kansas)'s ITOT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, selling an estimated $508K and leaving 20,636 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #100.

Retirement Planning Group (Kansas) first reported a position in ITOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.42M in Q4 2024. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Retirement Planning Group (Kansas) held 20,636 shares of iShares Core S&P Total US Stock Market ETF worth $2.94M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 3,417 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $508K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #100 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 16 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Core S&P Total US Stock Market ETF position peaked at $8.42M in Q4 2024.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.