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 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

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 Solution's ITOT Position: Q1 2026 in Review

Retirement Solution increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q1 2026, buying an estimated $446 and bringing the position to 1,672 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #46.

Retirement Solution first reported a position in ITOT in Q3 2023 and has held it in 9 quarters since. The position peaked at $266K in Q4 2023. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Retirement Solution held 1,672 shares of iShares Core S&P Total US Stock Market ETF worth $238K as of Q1 2026.
Retirement Solution bought 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $446.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Retirement Solution's portfolio in Q1 2026, its #46 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 9 quarters since.
Retirement Solution's iShares Core S&P Total US Stock Market ETF position peaked at $266K in Q4 2023.
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 Solution's 13F filing for Q1 2026, filed 11 May 2026.