PCA Investment Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

PCA Investment Advisory Services’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	–	Sell	-11,283	Closed	-$1.68M	–	59
2025 Q4	$1.68M	Buy	11,283 +35	+0.3%	+$5.17K	0.59%	31
2025 Q3	$1.64M	Buy	+11,248	New	+$1.58M	0.61%	33
2025 Q1	–	Sell	-7,441	Closed	-$957K	–	92
2024 Q4	$957K	Sell	7,441 -507	-6%	-$65.6K	0.44%	37
2024 Q3	$998K	Buy	7,948 +7	+0.1%	+$847	0.47%	36
2024 Q2	$943K	Sell	7,941 -336	-4%	-$38.6K	0.49%	35
2024 Q1	$954K	Buy	8,277 +441	+6%	+$48.4K	0.54%	34
2023 Q4	$825K	Buy	7,836 +82	+1%	+$8.04K	0.54%	35
2023 Q3	$730K	Sell	7,754 -459	-6%	-$45.1K	0.52%	38
2023 Q2	$804K	Sell	8,213 -697	-8%	-$64.4K	0.48%	37
2023 Q1	$807K	Buy	+8,910	New	+$791K	0.57%	37

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

FPAS

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

PCA Investment Advisory Services's ITOT Position: Q1 2026 in Review

PCA Investment Advisory Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 11,283 shares — an estimated $1.68M sold.

PCA Investment Advisory Services first reported a position in ITOT in Q1 2023 and held it in 10 quarters. The position peaked at $1.68M in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

PCA Investment Advisory Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
PCA Investment Advisory Services sold 11,283 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.68M.
PCA Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and held it in 10 quarters.
PCA Investment Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $1.68M in Q4 2025.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.