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RFP Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

RFP Financial Group’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
2025
Q4 		– Sell
-25,301
Closed -$3.28M – 93
2025
Q3 		$3.28M Buy
25,301
+2,231
+10% +$313K 1.34% 17
2025
Q2 		$3.12M Sell
23,070
-871
-4% -$109K 1.29% 19
2025
Q1 		$2.92M Sell
23,941
-84
-0.3% -$10.8K 1.17% 20
2024
Q4 		$3.09M Buy
24,025
+402
+2% +$52.1K 1.2% 21
2024
Q3 		$2.97M Buy
23,623
+362
+2% +$43.8K 0.97% 23
2024
Q2 		$2.76M Buy
23,261
+1,290
+6% +$148K 1.02% 20
2024
Q1 		$2.53M Buy
21,971
+1,271
+6% +$139K 0.99% 17
2023
Q4 		$2.18M Sell
20,700
-3,309
-14% -$324K 0.89% 19
2023
Q3 		$2.26M Buy
24,009
+256
+1% +$25.2K 0.99% 18
2023
Q2 		$2.32M Sell
23,753
-510
-2% -$47.2K 0.95% 18
2023
Q1 		$2.2M Sell
24,263
-1,415
-6% -$126K 2.53% 9
2022
Q4 		$2.18M Buy
+25,678
New +$2.19M 0.98% 20

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

RFP Financial Group's ITOT Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 25,301 shares — an estimated $3.28M sold.

RFP Financial Group first reported a position in ITOT in Q4 2022 and held it in 12 quarters. The position peaked at $3.28M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • RFP Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 25,301 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $3.28M.
  • RFP Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 12 quarters.
  • RFP Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $3.28M in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.