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Patriot Financial Group Insurance Agency’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$367K Sell
2,232
-3,242
-59% -$515K 0.04% 364
2026
Q1 		$780K Buy
5,474
+3,031
+124% +$451K 0.04% 344
2025
Q4 		$363K Sell
2,443
-164
-6% -$24.2K 0.04% 352
2025
Q3 		$380K Buy
2,607
+5
+0.2% +$701 0.05% 337
2025
Q2 		$351K Sell
2,602
-99
-4% -$12.4K 0.04% 371
2025
Q1 		$330K Buy
+2,701
New +$348K 0.04% 367
2022
Q3 		– Sell
-16
Closed -$1K – 1163
2022
Q2 		$1K Sell
16
-283
-95% -$25.8K ﹤0.01% 1908
2022
Q1 		$30K Sell
299
-154
-34% -$15.4K 0.01% 946
2021
Q4 		$48K Buy
+453
New +$47.3K 0.01% 880
2020
Q4 		– Sell
-5,055
Closed -$382K – 1918
2020
Q3 		$382K Buy
5,055
+400
+9% +$29.9K 0.12% 172
2020
Q2 		$323K Buy
4,655
+1,024
+28% +$66.9K 0.12% 167
2020
Q1 		$208K Sell
3,631
-846
-19% -$58.1K 0.1% 205
2019
Q4 		$325K Sell
4,477
-1,339
-23% -$93.2K 0.12% 152
2019
Q3 		$390K Buy
5,816
+2,654
+84% +$178K 0.18% 115
2019
Q2 		$213K Sell
3,162
-109
-3% -$7.14K 0.09% 185
2019
Q1 		$211K Buy
3,271
+2,900
+782% +$180K 0.11% 160
2018
Q4 		$21K Sell
371
-51
-12% -$3.13K 0.01% 466
2018
Q3 		$28K Buy
422
+211
+100% +$13.8K 0.02% 412
2018
Q2 		$13K Sell
211
-3,311
-94% -$206K 0.01% 364
2018
Q1 		$208K Buy
3,522
+871
+33% +$54.4K 0.15% 131
2017
Q4 		$167K Sell
2,651
-49
-2% -$2.92K 0.12% 144
2017
Q3 		$157K Sell
2,700
-400
-13% -$22.6K 0.14% 128
2017
Q2 		$172K Hold
3,100
– – 0.18% 110
2017
Q1 		$166K Buy
3,100
+270
+10% +$14.4K 0.18% 106
2016
Q4 		$147K Buy
+2,830
New +$142K 0.2% 104

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ITOT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 59% in Q2 2026, selling an estimated $515K and leaving 2,232 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #364.

Patriot Financial Group Insurance Agency first reported a position in ITOT in Q4 2016 and has held it in 25 quarters since. The position peaked at $780K in Q1 2026. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,232 shares of iShares Core S&P Total US Stock Market ETF worth $367K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,242 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $515K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #364 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 25 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Core S&P Total US Stock Market ETF position peaked at $780K in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.