Patten Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.98M | Buy |
17,917
+8,517
| +91% | +$1.42M | 0.46% | 55 |
|
|
2026
Q2 | $1.54M | Sell |
9,400
-202
| -2% | -$32.1K | 0.24% | 112 |
|
|
2026
Q1 | $1.37M | Sell |
9,602
-558
| -5% | -$83K | 0.24% | 117 |
|
|
2025
Q4 | $1.51M | Sell |
10,160
-2,353
| -19% | -$347K | 0.28% | 109 |
|
|
2025
Q3 | $1.82M | Sell |
12,513
-1,073
| -8% | -$150K | 0.35% | 87 |
|
|
2025
Q2 | $1.83M | Sell |
13,586
-370
| -3% | -$46.2K | 0.39% | 82 |
|
|
2025
Q1 | $1.7M | Sell |
13,956
-561
| -4% | -$72.3K | 0.39% | 80 |
|
|
2024
Q4 | $1.87M | Sell |
14,517
-683
| -4% | -$88.4K | 0.41% | 68 |
|
|
2024
Q3 | $1.91M | Sell |
15,200
-83
| -0.5% | -$10K | 0.42% | 68 |
|
|
2024
Q2 | $1.82M | Buy |
15,283
+627
| +4% | +$72K | 0.43% | 63 |
|
|
2024
Q1 | $1.69M | Hold |
14,656
| – | – | 0.42% | 65 |
|
|
2023
Q4 | $1.54M | Buy |
14,656
+117
| +0.8% | +$11.5K | 0.42% | 67 |
|
|
2023
Q3 | $1.37M | Sell |
14,539
-110
| -0.8% | -$10.8K | 0.41% | 72 |
|
|
2023
Q2 | $1.43M | Buy |
14,649
+144
| +1% | +$13.3K | 0.21% | 70 |
|
|
2023
Q1 | $1.31M | Sell |
14,505
-279
| -2% | -$24.8K | 0.39% | 75 |
|
|
2022
Q4 | $1.25M | Sell |
14,784
-1,959
| -12% | -$167K | 0.39% | 80 |
|
|
2022
Q3 | $1.35M | Hold |
16,743
| – | – | 0.46% | 64 |
|
|
2022
Q2 | $1.45M | Sell |
16,743
-236
| -1% | -$21.5K | 0.46% | 63 |
|
|
2022
Q1 | $1.71M | Buy |
16,979
+1,614
| +11% | +$161K | 0.48% | 60 |
|
|
2021
Q4 | $1.64M | Buy |
15,365
+832
| +6% | +$87K | 0.44% | 64 |
|
|
2021
Q3 | $1.43M | Buy |
14,533
+271
| +2% | +$27.4K | 0.42% | 71 |
|
|
2021
Q2 | $1.41M | Sell |
14,262
-250
| -2% | -$24K | 0.41% | 71 |
|
|
2021
Q1 | $1.33M | Buy |
14,512
+48
| +0.3% | +$4.3K | 0.43% | 74 |
|
|
2020
Q4 | $1.25M | Buy |
14,464
+7
| +0% | +$567 | 0.34% | 74 |
|
|
2020
Q3 | $1.09M | Sell |
14,457
-828
| -5% | -$61.8K | 0.43% | 72 |
|
|
2020
Q2 | $1.06M | Sell |
15,285
-910
| -6% | -$59.5K | 0.46% | 68 |
|
|
2020
Q1 | $926K | Sell |
16,195
-2,003
| -11% | -$137K | 0.48% | 64 |
|
|
2019
Q4 | $1.32M | Buy |
18,198
+1,016
| +6% | +$70.7K | 0.49% | 63 |
|
|
2019
Q3 | $1.15M | Buy |
17,182
+6,660
| +63% | +$446K | 0.47% | 65 |
|
|
2019
Q2 | $701K | Buy |
10,522
+3,057
| +41% | +$200K | 0.29% | 102 |
|
|
2019
Q1 | $481K | Buy |
7,465
+2,956
| +66% | +$183K | 0.21% | 117 |
|
|
2018
Q4 | $256K | Sell |
4,509
-505
| -10% | -$31K | 0.12% | 149 |
|
|
2018
Q3 | $334K | Buy |
5,014
+660
| +15% | +$43.2K | 0.13% | 153 |
|
|
2018
Q2 | $272K | Sell |
4,354
-520
| -11% | -$32.3K | 0.11% | 166 |
|
|
2018
Q1 | $295K | Sell |
4,874
-425
| -8% | -$26.5K | 0.12% | 162 |
|
|
2017
Q4 | $324K | Buy |
5,299
+210
| +4% | +$12.5K | 0.13% | 160 |
|
|
2017
Q3 | $293K | Sell |
5,089
-130
| -2% | -$7.33K | 0.12% | 161 |
|
|
2017
Q2 | $295K | Buy |
5,219
+3,824
| +274% | +$210K | 0.12% | 162 |
|
|
2017
Q1 | $75K | Hold |
1,395
| – | – | 0.03% | 272 |
|
|
2016
Q4 | $73K | Buy |
1,395
+65
| +5% | +$3.25K | 0.03% | 270 |
|
|
2016
Q3 | $64.9K | Hold |
1,330
| – | – | 0.03% | 281 |
|
|
2016
Q2 | $63.3K | Sell |
1,330
-30
| -2% | -$1.42K | 0.03% | 282 |
|
|
2016
Q1 | $63.5K | Hold |
1,360
| – | – | 0.03% | 278 |
|
|
2015
Q4 | $63.1K | Buy |
1,360
+60
| +5% | +$2.81K | 0.03% | 272 |
|
|
2015
Q3 | $56.9K | Hold |
1,300
| – | – | 0.03% | 267 |
|
|
2015
Q2 | $61.4K | Buy |
+1,300
| New | +$62.6K | 0.03% | 273 |
|
|
2015
Q1 | – | Sell |
-1,230
| Closed | -$58K | – | 207 |
|
|
2014
Q4 | $58K | Buy |
+1,230
| New | +$56.4K | 0.03% | 197 |
|
Other funds holding ITOT
Patten Group's ITOT Position: Q3 2026 in Review
Patten Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 91% in Q3 2026, buying an estimated $1.42M and bringing the position to 17,917 shares worth $2.98M. The position accounts for 0.46% of the portfolio, ranked #55.
Patten Group first reported a position in ITOT in Q4 2014 and has held it in 47 quarters since. 1,445 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.
- Patten Group held 17,917 shares of iShares Core S&P Total US Stock Market ETF worth $2.98M as of Q3 2026.
- Patten Group bought 8,517 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $1.42M.
- iShares Core S&P Total US Stock Market ETF made up 0.46% of Patten Group's portfolio in Q3 2026, its #55 holding.
- Patten Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
- 1,445 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.
Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.