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Richards, Merrill & Peterson’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Richards, Merrill & Peterson’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
Q2 		$386K Hold
2,350
– – 0.12% 141
2026
Q1 		$335K Hold
2,350
– – 0.12% 145
2025
Q4 		$349K Hold
2,350
– – 0.13% 138
2025
Q3 		$342K Hold
2,350
– – 0.15% 128
2025
Q2 		$317K Hold
2,350
– – 0.15% 132
2025
Q1 		$287K Hold
2,350
– – 0.15% 122
2024
Q4 		$302K Buy
+2,350
New +$304K 0.16% 120

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Richards, Merrill & Peterson's ITOT Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,350 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #141.

Richards, Merrill & Peterson first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Richards, Merrill & Peterson held 2,350 shares of iShares Core S&P Total US Stock Market ETF worth $386K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #141 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.