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Patten & Patten’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Patten & Patten’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 		$1.23M Hold
7,500
– – 0.07% 165
2026
Q1 		$1.07M Hold
7,500
– – 0.06% 179
2025
Q4 		$1.12M Hold
7,500
– – 0.07% 175
2025
Q3 		$1.09M Buy
7,500
+5,731
+324% +$804K 0.06% 177
2025
Q2 		$239K Hold
1,769
– – 0.02% 293
2025
Q1 		$216K Hold
1,769
– – 0.01% 302
2024
Q4 		$228K Hold
1,769
– – 0.02% 291
2024
Q3 		$222K Hold
1,769
– – 0.01% 293
2024
Q2 		$210K Hold
1,769
– – 0.01% 294
2024
Q1 		$204K Buy
+1,769
New +$194K 0.01% 302

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Patten & Patten's ITOT Position: Q2 2026 in Review

Patten & Patten held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 7,500 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #165.

Patten & Patten first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Patten & Patten held 7,500 shares of iShares Core S&P Total US Stock Market ETF worth $1.23M as of Q2 2026.
  • Patten & Patten 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 0.07% of Patten & Patten's portfolio in Q2 2026, its #165 holding.
  • Patten & Patten first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.