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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RKL Wealth Management's ITOT Position: Q1 2026 in Review

RKL Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q1 2026, buying an estimated $149 and bringing the position to 2,171 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #155.

RKL Wealth Management first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $323K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

RKL Wealth Management held 2,171 shares of iShares Core S&P Total US Stock Market ETF worth $309K as of Q1 2026.
RKL Wealth Management 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 RKL Wealth Management's portfolio in Q1 2026, its #155 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 9 quarters since.
RKL Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $323K 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 RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.