RF&L Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

RF&L Wealth Management’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	$4.12M	Buy	28,892 +1,188	+4%	+$177K	3.08%	12
2025 Q4	$4.12M	Buy	27,704 +1,405	+5%	+$207K	2.31%	17
2025 Q3	$3.83M	Buy	26,299 +1,575	+6%	+$221K	2.25%	18
2025 Q2	$3.34M	Buy	24,724 +1,960	+9%	+$245K	2.15%	17
2025 Q1	$2.78M	Buy	22,764 +620	+3%	+$79.9K	1.99%	19
2024 Q4	$2.85M	Buy	22,144 +995	+5%	+$129K	2.01%	18
2024 Q3	$2.66M	Sell	21,149 -195	-0.9%	-$23.6K	1.88%	19
2024 Q2	$2.54M	Buy	21,344 +1,283	+6%	+$147K	1.93%	18
2024 Q1	$2.31M	Buy	20,061 +1,507	+8%	+$165K	1.78%	18
2023 Q4	$1.95M	Sell	18,554 -1,028	-5%	-$101K	1.62%	19
2023 Q3	$1.84M	Buy	19,582 +3,097	+19%	+$304K	1.71%	19
2023 Q2	$1.61M	Buy	16,485 +1,080	+7%	+$99.8K	1.47%	19
2023 Q1	$1.39M	Buy	15,405 +1,570	+11%	+$139K	1.35%	20
2022 Q4	$1.17M	Buy	+13,835	New	+$1.18M	1.21%	21

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

RF&L Wealth Management's ITOT Position: Q1 2026 in Review

RF&L Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.3% in Q1 2026, buying an estimated $177K and bringing the position to 28,892 shares worth $4.12M. The position accounts for 3.08% of the portfolio, ranked #12.

RF&L Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.12M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

RF&L Wealth Management held 28,892 shares of iShares Core S&P Total US Stock Market ETF worth $4.12M as of Q1 2026.
RF&L Wealth Management bought 1,188 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $177K.
iShares Core S&P Total US Stock Market ETF made up 3.08% of RF&L Wealth Management's portfolio in Q1 2026, its #12 holding.
RF&L Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.12M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.