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RKL Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

RKL Wealth Management’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 		$357K Hold
2,171
– – 0.03% 157
2026
Q1 		$309K Buy
2,171
+1
+0% +$149 0.03% 155
2025
Q4 		$323K Hold
2,170
– – 0.03% 156
2025
Q3 		$316K Buy
2,170
+1
+0% +$140 0.03% 153
2025
Q2 		$293K Sell
2,169
-83
-4% -$10.4K 0.03% 154
2025
Q1 		$275K Hold
2,252
– – 0.03% 157
2024
Q4 		$290K Buy
2,252
+1
+0% +$129 0.03% 147
2024
Q3 		$283K Buy
2,251
+220
+11% +$26.6K 0.03% 134
2024
Q2 		$241K Hold
2,031
– – 0.02% 136
2024
Q1 		$234K Buy
+2,031
New +$223K 0.02% 142

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

RKL Wealth Management's ITOT Position: Q2 2026 in Review

RKL Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,171 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #157.

RKL Wealth Management first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • RKL Wealth Management held 2,171 shares of iShares Core S&P Total US Stock Market ETF worth $357K as of Q2 2026.
  • RKL Wealth Management 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 0.03% of RKL Wealth Management's portfolio in Q2 2026, its #157 holding.
  • RKL Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 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 RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.