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

Retirement Solution’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
Q3 		$408K Buy
2,453
+777
+46% +$129K 0.09% 30
2026
Q2 		$275K Buy
1,676
+4
+0.2% +$635 0.12% 44
2026
Q1 		$238K Buy
1,672
+3
+0.2% +$446 0.06% 46
2025
Q4 		$248K Buy
1,669
+5
+0.3% +$738 0.06% 46
2025
Q3 		$242K Buy
1,664
+5
+0.3% +$701 0.06% 35
2025
Q2 		$224K Buy
1,659
+4
+0.2% +$499 0.06% 36
2025
Q1 		$202K Buy
1,655
+4
+0.2% +$516 0.06% 33
2024
Q4 		$212K Buy
1,651
+6
+0.4% +$777 0.06% 40
2024
Q3 		$207K Buy
+1,645
New +$199K 0.05% 52
2024
Q1 		– Sell
-2,525
Closed -$266K – 40
2023
Q4 		$266K Buy
2,525
+84
+3% +$8.23K 0.08% 35
2023
Q3 		$230K Buy
+2,441
New +$240K 0.08% 36

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Retirement Solution's ITOT Position: Q3 2026 in Review

Retirement Solution increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 46% in Q3 2026, buying an estimated $129K and bringing the position to 2,453 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #30.

Retirement Solution first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. 848 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Retirement Solution held 2,453 shares of iShares Core S&P Total US Stock Market ETF worth $408K as of Q3 2026.
  • Retirement Solution bought 777 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $129K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Retirement Solution's portfolio in Q3 2026, its #30 holding.
  • Retirement Solution first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
  • 848 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.