PBMares Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

PBMares Wealth Management’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
2025 Q3	$1.04M	Sell	7,161 -33	-0.5%	-$4.63K	0.17%	72
2025 Q2	$971K	Sell	7,194 -195	-3%	-$24.3K	0.18%	71
2025 Q1	$902K	Sell	7,389 -240	-3%	-$30.9K	0.18%	68
2024 Q4	$981K	Buy	7,629 +125	+2%	+$16.2K	0.2%	71
2024 Q3	$943K	Sell	7,504 -111	-1%	-$13.4K	0.2%	70
2024 Q2	$905K	Hold	7,615	–	–	0.22%	72
2024 Q1	$878K	Sell	7,615 -617	-7%	-$67.7K	0.23%	69
2023 Q4	$866K	Buy	8,232 +429	+5%	+$42K	0.26%	62
2023 Q3	$735K	Sell	7,803 -5	-0.1%	-$491	0.27%	70
2023 Q2	$764K	Buy	7,808 +1,874	+32%	+$173K	0.27%	68
2023 Q1	$537K	Sell	5,934 -130	-2%	-$11.5K	0.2%	89
2022 Q4	$514K	Buy	6,064 +2	+0%	+$171	0.21%	83
2022 Q3	$482K	Sell	6,062 -10	-0.2%	-$884	0.21%	88
2022 Q2	$509K	Sell	6,072 -7	-0.1%	-$638	0.22%	91
2022 Q1	$614K	Sell	6,079 -291	-5%	-$29K	0.38%	71
2021 Q4	$681K	Sell	6,370 -879	-12%	-$91.9K	0.29%	73
2021 Q3	$713K	Sell	7,249 -196	-3%	-$19.8K	0.34%	66
2021 Q2	$735K	Sell	7,445 -448	-6%	-$43.1K	0.4%	66
2021 Q1	$723K	Sell	7,893 -690	-8%	-$61.9K	0.59%	59
2020 Q4	$740K	Sell	8,583 -206	-2%	-$16.7K	0.85%	43
2020 Q3	$663K	Sell	8,789 -541	-6%	-$40.4K	0.97%	37
2020 Q2	$648K	Buy	9,330 +2,120	+29%	+$139K	0.97%	34
2020 Q1	$412K	Sell	7,210 -845	-10%	-$58K	0.65%	52
2019 Q4	$585K	Buy	+8,055	New	+$560K	0.7%	44

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

PBMares Wealth Management's ITOT Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.46% in Q3 2025, selling an estimated $4.63K and leaving 7,161 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #72.

PBMares Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 24 quarters since. 1,521 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

PBMares Wealth Management held 7,161 shares of iShares Core S&P Total US Stock Market ETF worth $1.04M as of Q3 2025.
PBMares Wealth Management sold 33 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $4.63K.
iShares Core S&P Total US Stock Market ETF made up 0.17% of PBMares Wealth Management's portfolio in Q3 2025, its #72 holding.
PBMares Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.