Pacific Center for Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pacific Center for Financial Services’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	$162K	Hold	985	–	–	0.04%	114
2026 Q1	$140K	Hold	985	–	–	0.04%	120
2025 Q4	$143K	Hold	985	–	–	0.04%	114
2025 Q3	$143K	Hold	985	–	–	0.04%	114
2025 Q2	$133K	Hold	985	–	–	0.04%	119
2025 Q1	$120K	Hold	985	–	–	0.03%	123
2024 Q4	$127K	Hold	985	–	–	0.03%	118
2024 Q3	$124K	Hold	985	–	–	0.03%	125
2024 Q2	$117K	Hold	985	–	–	0.03%	123
2024 Q1	$114K	Buy	985 +238	+32%	+$26.1K	0.03%	127
2023 Q4	$78.6K	Hold	747	–	–	0.02%	141
2023 Q3	$70.4K	Hold	747	–	–	0.02%	146
2023 Q2	$73.1K	Hold	747	–	–	0.02%	140
2023 Q1	$67.6K	Buy	+747	New	+$66.3K	0.02%	147
2022 Q3	$59K	Hold	747	–	–	0.02%	150
2022 Q2	$63K	Hold	747	–	–	0.03%	144
2022 Q1	$75K	Hold	747	–	–	0.03%	134
2021 Q4	$80K	Hold	747	–	–	0.03%	133
2021 Q3	$73K	Hold	747	–	–	0.03%	131
2021 Q2	$74K	Hold	747	–	–	0.03%	129
2021 Q1	$68K	Hold	747	–	–	0.03%	128
2020 Q4	$64K	Buy	747 +498	+200%	+$40.3K	0.02%	129
2020 Q3	$19K	Buy	249 +140	+128%	+$10.4K	0.01%	183
2020 Q2	$8K	Buy	+109	New	+$7.13K	﹤0.01%	215

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Pacific Center for Financial Services's ITOT Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 985 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #114.

Pacific Center for Financial Services first reported a position in ITOT in Q2 2020 and has held it in 24 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pacific Center for Financial Services held 985 shares of iShares Core S&P Total US Stock Market ETF worth $162K as of Q2 2026.
Pacific Center for Financial Services 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 0.04% of Pacific Center for Financial Services's portfolio in Q2 2026, its #114 holding.
Pacific Center for Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 24 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.