RSF
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Rik Saylor Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Rik Saylor Financial’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 		$522K Sell
3,179
-54
-2% -$8.57K 0.35% 65
2026
Q1 		$461K Buy
3,233
+4
+0.1% +$595 0.35% 68
2025
Q4 		$480K Sell
3,229
-183
-5% -$27K 0.35% 65
2025
Q3 		$497K Sell
3,412
-56
-2% -$7.85K 0.36% 65
2025
Q2 		$468K Buy
3,468
+7
+0.2% +$873 0.36% 64
2025
Q1 		$422K Buy
3,461
+6
+0.2% +$773 0.37% 63
2024
Q4 		$444K Buy
+3,455
New +$447K 0.41% 61

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Rik Saylor Financial's ITOT Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q2 2026, selling an estimated $8.57K and leaving 3,179 shares worth $522K. The position accounts for 0.35% of the portfolio, ranked #65.

Rik Saylor Financial first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,084 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Rik Saylor Financial held 3,179 shares of iShares Core S&P Total US Stock Market ETF worth $522K as of Q2 2026.
  • Rik Saylor Financial sold 54 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.57K.
  • iShares Core S&P Total US Stock Market ETF made up 0.35% of Rik Saylor Financial's portfolio in Q2 2026, its #65 holding.
  • Rik Saylor Financial 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.
  • 1,084 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.