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

Richardson Financial Services’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 		$48.6K Sell
296
-4
-1% -$635 0.03% 316
2026
Q1 		$42.7K Buy
300
+1
+0.3% +$149 0.03% 317
2025
Q4 		$44.5K Hold
299
– – 0.01% 310
2025
Q3 		$43.5K Buy
299
+17
+6% +$2.38K 0.03% 300
2025
Q2 		$38.1K Buy
+282
New +$35.2K 0.03% 276

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Richardson Financial Services's ITOT Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q2 2026, selling an estimated $635 and leaving 296 shares worth $48.6K. The position accounts for 0.03% of the portfolio, ranked #316.

Richardson Financial Services first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Richardson Financial Services held 296 shares of iShares Core S&P Total US Stock Market ETF worth $48.6K as of Q2 2026.
  • Richardson Financial Services sold 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #316 holding.
  • Richardson Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.