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 Q2	$716K	Sell	4,357 -16	-0.4%	-$2.54K	0.34%	62
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 $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

Panoramic Investment Advisors's ITOT Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.37% in Q2 2026, selling an estimated $2.54K and leaving 4,357 shares worth $716K. The position accounts for 0.34% of the portfolio, ranked #62.

Panoramic Investment Advisors first reported a position in ITOT in Q4 2022 and has held it in 12 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Panoramic Investment Advisors held 4,357 shares of iShares Core S&P Total US Stock Market ETF worth $716K as of Q2 2026.
Panoramic Investment Advisors sold 16 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.54K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Panoramic Investment Advisors's portfolio in Q2 2026, its #62 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 12 quarters since.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.