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Pennington Partners & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pennington Partners & Co’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 		$7.76M Buy
47,268
+2
+0% +$317 2.49% 6
2026
Q1 		$6.73M Buy
47,266
+14,271
+43% +$2.12M 2.31% 6
2025
Q4 		$4.91M Buy
32,995
+2
+0% +$295 1.97% 6
2025
Q3 		$4.81M Buy
32,993
+2
+0% +$280 2.28% 5
2025
Q2 		$4.46M Buy
32,991
+6,938
+27% +$866K 2.39% 5
2025
Q1 		$3.18M Buy
26,053
+15,689
+151% +$2.02M 1.82% 6
2024
Q4 		$1.33M Buy
+10,364
New +$1.34M 0.66% 18

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Pennington Partners & Co's ITOT Position: Q2 2026 in Review

Pennington Partners & Co increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0% in Q2 2026, buying an estimated $317 and bringing the position to 47,268 shares worth $7.76M. The position accounts for 2.49% of the portfolio, ranked #6.

Pennington Partners & Co first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Pennington Partners & Co held 47,268 shares of iShares Core S&P Total US Stock Market ETF worth $7.76M as of Q2 2026.
  • Pennington Partners & Co bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
  • iShares Core S&P Total US Stock Market ETF made up 2.49% of Pennington Partners & Co's portfolio in Q2 2026, its #6 holding.
  • Pennington Partners & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.