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

Pacific Capital Wealth 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	$1.37M	Hold	8,311	–	–	0.21%	36
2026 Q1	$1.18M	Hold	8,311	–	–	0.2%	35
2025 Q4	$1.24M	Buy	8,311 +2,349	+39%	+$347K	0.21%	35
2025 Q3	$868K	Hold	5,962	–	–	0.15%	40
2025 Q2	$810K	Sell	5,962 -1,392	-19%	-$174K	0.15%	42
2025 Q1	$897K	Hold	7,354	–	–	0.16%	44
2024 Q4	$946K	Hold	7,354	–	–	0.16%	42
2024 Q3	$924K	Hold	7,354	–	–	0.16%	41
2024 Q2	$874K	Hold	7,354	–	–	0.16%	38
2024 Q1	$848K	Sell	7,354 -1,089	-13%	-$119K	0.2%	39
2023 Q4	$889K	Buy	8,443 +1,077	+15%	+$106K	0.23%	37
2023 Q3	$694K	Hold	7,366	–	–	0.19%	42
2023 Q2	$721K	Hold	7,366	–	–	0.18%	44
2023 Q1	$667K	Sell	7,366 -142	-2%	-$12.6K	0.17%	51
2022 Q4	$637K	Sell	7,508 -158	-2%	-$13.5K	0.16%	58
2022 Q3	$610K	Buy	7,666 +1,550	+25%	+$137K	0.17%	56
2022 Q2	$512K	Hold	6,116	–	–	0.14%	63
2022 Q1	$617K	Hold	6,116	–	–	0.18%	63
2021 Q4	$654K	Hold	6,116	–	–	0.19%	64
2021 Q3	$602K	Hold	6,116	–	–	0.19%	60
2021 Q2	$604K	Hold	6,116	–	–	0.3%	55
2021 Q1	$560K	Sell	6,116 -2,908	-32%	-$261K	0.31%	49
2020 Q4	$778K	Sell	9,024 -123	-1%	-$9.96K	0.44%	42
2020 Q3	$691K	Buy	9,147 +90	+1%	+$6.72K	0.41%	43
2020 Q2	$629K	Sell	9,057 -356	-4%	-$23.3K	0.43%	41
2020 Q1	$539K	Buy	9,413 +41	+0.4%	+$2.81K	0.41%	42
2019 Q4	$681K	Buy	+9,372	New	+$652K	0.45%	37

Other funds holding ITOT

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Pacific Capital Wealth Advisors's ITOT Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 8,311 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #36.

Pacific Capital Wealth Advisors first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pacific Capital Wealth Advisors held 8,311 shares of iShares Core S&P Total US Stock Market ETF worth $1.37M as of Q2 2026.
Pacific Capital Wealth Advisors 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 0.21% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.