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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Patten & Patten's ITOT Position: Q1 2026 in Review

Patten & Patten held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 7,500 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #179.

Patten & Patten first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Patten & Patten held 7,500 shares of iShares Core S&P Total US Stock Market ETF worth $1.07M as of Q1 2026.
Patten & Patten left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Patten & Patten's portfolio in Q1 2026, its #179 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 9 quarters since.
Patten & Patten's iShares Core S&P Total US Stock Market ETF position peaked at $1.12M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.