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 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

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

Pathway Financial Advisors's ITOT Position: Q2 2026 in Review

Pathway Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 9,200 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #56.

Pathway Financial Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pathway Financial Advisors held 9,200 shares of iShares Core S&P Total US Stock Market ETF worth $1.51M as of Q2 2026.
Pathway Financial Advisors 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 0.18% of Pathway Financial Advisors's portfolio in Q2 2026, its #56 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 15 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 Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.