Panoramic Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Panoramic Investment 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 Q1	$623K	Buy	4,373 +12	+0.3%	+$1.78K	0.34%	65
2025 Q4	$648K	Sell	4,361 -64	-1%	-$9.45K	0.35%	60
2025 Q3	$645K	Sell	4,425 -103	-2%	-$14.4K	0.36%	56
2025 Q2	$611K	Sell	4,528 -121	-3%	-$15.1K	0.38%	55
2025 Q1	$567K	Sell	4,649 -203	-4%	-$26.2K	0.38%	59
2024 Q4	$624K	Sell	4,852 -31	-0.6%	-$4.01K	0.41%	56
2024 Q3	$613K	Buy	+4,883	New	+$591K	0.42%	56
2024 Q1	$658K	Buy	5,705 +92	+2%	+$10.1K	0.48%	51
2023 Q4	$591K	Sell	5,613 -111	-2%	-$10.9K	0.51%	51
2023 Q3	$539K	Buy	+5,724	New	+$562K	0.5%	51
2022 Q4	$496K	Buy	+5,849	New	+$499K	0.51%	49

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

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

Panoramic Investment Advisors's ITOT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.28% in Q1 2026, buying an estimated $1.78K and bringing the position to 4,373 shares worth $623K. The position accounts for 0.34% of the portfolio, ranked #65.

Panoramic Investment Advisors first reported a position in ITOT in Q4 2022 and has held it in 11 quarters since. The position peaked at $658K in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Panoramic Investment Advisors held 4,373 shares of iShares Core S&P Total US Stock Market ETF worth $623K as of Q1 2026.
Panoramic Investment Advisors bought 12 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.78K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Panoramic Investment Advisors's portfolio in Q1 2026, its #65 holding.
Panoramic Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $658K in Q1 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.