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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Richardson Financial Services's ITOT Position: Q1 2026 in Review

Richardson Financial Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.33% in Q1 2026, buying an estimated $149 and bringing the position to 300 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #317.

Richardson Financial Services first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.5K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Richardson Financial Services held 300 shares of iShares Core S&P Total US Stock Market ETF worth $42.7K as of Q1 2026.
  • Richardson Financial Services bought 1 iShares Core S&P Total US Stock Market ETF share in Q1 2026, an estimated $149.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Richardson Financial Services's portfolio in Q1 2026, its #317 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 4 quarters since.
  • Richardson Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $44.5K 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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.