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Paladin Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Paladin Advisory Group’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 		$56.7K Hold
345
– – 0.04% 150
2026
Q1 		$49.1K Buy
345
+71
+26% +$10.6K 0.04% 149
2025
Q4 		$40.7K Buy
274
+1
+0.4% +$148 0.03% 158
2025
Q3 		$39.8K Hold
273
– – 0.03% 154
2025
Q2 		$36.9K Buy
273
+42
+18% +$5.24K 0.03% 154
2025
Q1 		$28.2K Buy
+231
New +$29.8K 0.02% 169

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
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Paladin Advisory Group's ITOT Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 345 shares worth $56.7K. The position accounts for 0.04% of the portfolio, ranked #150.

Paladin Advisory Group first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 908 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Paladin Advisory Group held 345 shares of iShares Core S&P Total US Stock Market ETF worth $56.7K as of Q2 2026.
  • Paladin Advisory Group 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 Paladin Advisory Group's portfolio in Q2 2026, its #150 holding.
  • Paladin Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.