PWM
ITOT icon

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

Penobscot 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
2026
Q2 		$1.58M Sell
9,638
-55
-0.6% -$8.73K 0.42% 36
2026
Q1 		$1.38M Sell
9,693
-11
-0.1% -$1.64K 0.41% 36
2025
Q4 		$1.44M Buy
9,704
+32
+0.3% +$4.72K 0.45% 35
2025
Q3 		$1.41M Buy
+9,672
New +$1.36M 0.45% 34

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Penobscot Wealth Management's ITOT Position: Q2 2026 in Review

Penobscot Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.57% in Q2 2026, selling an estimated $8.73K and leaving 9,638 shares worth $1.58M. The position accounts for 0.42% of the portfolio, ranked #36.

Penobscot Wealth Management first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Penobscot Wealth Management held 9,638 shares of iShares Core S&P Total US Stock Market ETF worth $1.58M as of Q2 2026.
  • Penobscot Wealth Management sold 55 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.73K.
  • iShares Core S&P Total US Stock Market ETF made up 0.42% of Penobscot Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Penobscot Wealth Management 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.
  • 375 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.