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

Penney Financial’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 		$862K Hold
5,246
– – 0.3% 28
2026
Q1 		$747K Buy
5,246
+1,765
+51% +$262K 0.29% 28
2025
Q4 		$518K Hold
3,481
– – 0.2% 32
2025
Q3 		$507K Buy
+3,481
New +$488K 0.23% 33

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Penney Financial's ITOT Position: Q2 2026 in Review

Penney Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,246 shares worth $862K. The position accounts for 0.3% of the portfolio, ranked #28.

Penney Financial first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Penney Financial held 5,246 shares of iShares Core S&P Total US Stock Market ETF worth $862K as of Q2 2026.
  • Penney Financial 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 0.3% of Penney Financial's portfolio in Q2 2026, its #28 holding.
  • Penney Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.