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

Pathway Financial 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 Q3	$1.53M	Hold	9,200	–	–	0.17%	55
2026 Q2	$1.51M	Hold	9,200	–	–	0.18%	56
2026 Q1	$1.32M	Hold	9,200	–	–	0.16%	56
2025 Q4	$1.39M	Hold	9,200	–	–	0.17%	55
2025 Q3	$1.34M	Hold	9,200	–	–	0.18%	53
2025 Q2	$1.24M	Hold	9,200	–	–	0.18%	52
2025 Q1	$1.12M	Hold	9,200	–	–	0.2%	54
2024 Q4	$1.18M	Hold	9,200	–	–	0.27%	47
2024 Q3	$1.16M	Hold	9,200	–	–	0.3%	46
2024 Q2	$1.09M	Hold	9,200	–	–	0.3%	47
2024 Q1	$1.06M	Sell	9,200 -344	-4%	-$37.7K	0.29%	45
2023 Q4	$1M	Hold	9,544	–	–	0.29%	46
2023 Q3	$899K	Hold	9,544	–	–	0.31%	39
2023 Q2	$934K	Hold	9,544	–	–	0.3%	37
2023 Q1	$864K	Hold	9,544	–	–	0.29%	39
2022 Q4	$809K	Buy	+9,544	New	+$815K	0.25%	43

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Pathway Financial Advisors's ITOT Position: Q3 2026 in Review

Pathway Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 9,200 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #55.

Pathway Financial Advisors first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Pathway Financial Advisors held 9,200 shares of iShares Core S&P Total US Stock Market ETF worth $1.53M as of Q3 2026.
Pathway Financial Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.17% of Pathway Financial Advisors's portfolio in Q3 2026, its #55 holding.
Pathway Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.