Running Point Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$838K	Hold	5,635	–	–	0.23%	66
2025 Q3	$821K	Hold	5,635	–	–	0.22%	64
2025 Q2	$761K	Hold	5,635	–	–	0.21%	62
2025 Q1	$688K	Buy	5,635 +4,211	+296%	+$543K	0.22%	65
2024 Q4	$183K	Hold	1,424	–	–	0.06%	107
2024 Q3	$179K	Hold	1,424	–	–	0.07%	96
2024 Q2	$169K	Buy	1,424 +490	+52%	+$56.2K	0.07%	93
2024 Q1	$108K	Hold	934	–	–	0.05%	100
2023 Q4	$98.3K	Sell	934 -127	-12%	-$12.4K	0.05%	108
2023 Q3	$99.9K	Hold	1,061	–	–	0.06%	101
2023 Q2	$104K	Hold	1,061	–	–	0.06%	102
2023 Q1	$96.1K	Hold	1,061	–	–	0.06%	99
2022 Q4	$90K	Hold	1,061	–	–	0.06%	145
2022 Q3	$84K	Hold	1,061	–	–	0.06%	139
2022 Q2	$89K	Hold	1,061	–	–	0.06%	136
2022 Q1	$107K	Sell	1,061 -233	-18%	-$23.2K	0.06%	131
2021 Q4	$138K	Buy	1,294 +360	+39%	+$37.6K	0.08%	81
2021 Q3	$92K	Hold	934	–	–	0.04%	119
2021 Q2	$92K	Hold	934	–	–	0.04%	106
2021 Q1	$86K	Hold	934	–	–	0.05%	94
2020 Q4	$81K	Buy	+934	New	+$75.6K	0.05%	90

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Running Point Capital Advisors's ITOT Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2025 at 5,635 shares worth $838K. The position accounts for 0.23% of the portfolio, ranked #66.

Running Point Capital Advisors first reported a position in ITOT in Q4 2020 and has held it in 21 quarters since. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Running Point Capital Advisors held 5,635 shares of iShares Core S&P Total US Stock Market ETF worth $838K as of Q4 2025.
Running Point Capital Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2025.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Running Point Capital Advisors's portfolio in Q4 2025, its #66 holding.
Running Point Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.