RF&L Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
RF&L Wealth Management's ITOT Position: Q2 2026 in Review
RF&L Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q2 2026, buying an estimated $177K and bringing the position to 30,006 shares worth $4.93M. The position accounts for 3.34% of the portfolio, ranked #12.
RF&L Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- RF&L Wealth Management held 30,006 shares of iShares Core S&P Total US Stock Market ETF worth $4.93M as of Q2 2026.
- RF&L Wealth Management bought 1,114 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $177K.
- iShares Core S&P Total US Stock Market ETF made up 3.34% of RF&L Wealth Management's portfolio in Q2 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 15 quarters since.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.