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Patriot Investment Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Patriot Investment Management Group’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 		$8.89M Sell
54,136
-4,852
-8% -$770K 0.52% 31
2026
Q1 		$8.4M Sell
58,988
-1,251
-2% -$186K 0.54% 31
2025
Q4 		$8.96M Buy
60,239
+19
+0% +$2.8K 0.57% 29
2025
Q3 		$8.77M Sell
60,220
-581
-1% -$81.5K 0.57% 30
2025
Q2 		$8.21M Sell
60,801
-9,917
-14% -$1.24M 0.57% 28
2025
Q1 		$8.63M Buy
70,718
+11,650
+20% +$1.5M 0.65% 25
2024
Q4 		$7.6M Sell
59,068
-5,671
-9% -$734K 0.57% 30
2024
Q3 		$8.13M Sell
64,739
-649
-1% -$78.6K 0.6% 31
2024
Q2 		$7.77M Buy
65,388
+1,421
+2% +$163K 0.61% 31
2024
Q1 		$7.38M Buy
63,967
+803
+1% +$88.1K 0.58% 32
2023
Q4 		$6.65M Sell
63,164
-1,357
-2% -$133K 0.57% 34
2023
Q3 		$6.08M Buy
64,521
+3,684
+6% +$362K 0.56% 36
2023
Q2 		$5.95M Buy
60,837
+4,271
+8% +$395K 0.5% 37
2023
Q1 		$5.12M Buy
56,566
+1,069
+2% +$94.9K 0.45% 38
2022
Q4 		$5.02M Buy
55,497
+20,646
+59% +$1.76M 0.44% 39
2022
Q3 		$2.77M Sell
34,851
-56,169
-62% -$4.97M 0.29% 52
2022
Q2 		$7.63M Buy
91,020
+77,199
+559% +$7.03M 0.74% 29
2022
Q1 		$1.4M Buy
13,821
+483
+4% +$48.2K 0.12% 94
2021
Q4 		$1.43M Buy
13,338
+179
+1% +$18.7K 0.12% 94
2021
Q3 		$1.29M Sell
13,159
-971
-7% -$98.2K 0.12% 92
2021
Q2 		$1.4M Sell
14,130
-475
-3% -$45.7K 0.13% 89
2021
Q1 		$1.34M Buy
14,605
+11,673
+398% +$1.05M 0.13% 87
2020
Q4 		$252K Sell
2,932
-11,720
-80% -$949K 0.04% 162
2020
Q3 		$1.11M Sell
14,652
-530
-3% -$39.6K 0.13% 86
2020
Q2 		$1.05M Sell
15,182
-174
-1% -$11.4K 0.13% 87
2020
Q1 		$878K Buy
15,356
+5
+0% +$343 0.13% 90
2019
Q4 		$1.11M Sell
15,351
-170
-1% -$11.8K 0.14% 95
2019
Q3 		$1.03M Sell
15,521
-817
-5% -$54.7K 0.14% 95
2019
Q2 		$1.09M Sell
16,338
-865
-5% -$56.7K 0.15% 89
2019
Q1 		$1.11M Buy
+17,203
New +$1.07M 0.16% 87

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Patriot Investment Management Group's ITOT Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.2% in Q2 2026, selling an estimated $770K and leaving 54,136 shares worth $8.89M. The position accounts for 0.52% of the portfolio, ranked #31.

Patriot Investment Management Group first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.96M in Q4 2025. 766 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Patriot Investment Management Group held 54,136 shares of iShares Core S&P Total US Stock Market ETF worth $8.89M as of Q2 2026.
  • Patriot Investment Management Group sold 4,852 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $770K.
  • iShares Core S&P Total US Stock Market ETF made up 0.52% of Patriot Investment Management Group's portfolio in Q2 2026, its #31 holding.
  • Patriot Investment Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $8.96M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.