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Barnes Pettey Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Barnes Pettey Financial 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
2026
Q2 		$453K Buy
2,760
+121
+5% +$19.2K 0.14% 117
2026
Q1 		$376K Hold
2,639
– – 0.16% 109
2025
Q4 		$392K Hold
2,639
– – 0.19% 94
2025
Q3 		$384K Hold
2,639
– – 0.21% 86
2025
Q2 		$356K Hold
2,639
– – 0.24% 73
2025
Q1 		$322K Hold
2,639
– – 0.25% 71
2024
Q4 		$339K Hold
2,639
– – 0.26% 69
2024
Q3 		$332K Hold
2,639
– – 0.26% 67
2024
Q2 		$313K Hold
2,639
– – 0.27% 62
2024
Q1 		$304K Buy
2,639
+116
+5% +$12.7K 0.26% 65
2023
Q4 		$265K Hold
2,523
– – 0.22% 79
2023
Q3 		$238K Hold
2,523
– – 0.22% 82
2023
Q2 		$247K Hold
2,523
– – 0.21% 87
2023
Q1 		$228K Hold
2,523
– – 0.22% 94
2022
Q4 		$214K Buy
+2,523
New +$215K 0.22% 95

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Barnes Pettey Financial Advisors's ITOT Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,760 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #117.

Barnes Pettey Financial Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Barnes Pettey Financial Advisors held 2,760 shares of iShares Core S&P Total US Stock Market ETF worth $453K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 121 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $19.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Barnes Pettey Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.