Penney Financial
ITOT icon

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
Q3 		$872K Hold
5,246
– – 0.26% 25
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Penney Financial's ITOT Position: Q3 2026 in Review

Penney Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 5,246 shares worth $872K. The position accounts for 0.26% of the portfolio, ranked #25.

Penney Financial first reported a position in ITOT in Q3 2025 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Penney Financial held 5,246 shares of iShares Core S&P Total US Stock Market ETF worth $872K as of Q3 2026.
  • Penney Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.26% of Penney Financial's portfolio in Q3 2026, its #25 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 5 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.