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Perennial Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Perennial Investment Advisors’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 		$244K Sell
1,714
-583
-25% -$86.7K 0.02% 441
2025
Q4 		$342K Sell
2,297
-191
-8% -$28.2K 0.03% 348
2025
Q3 		$362K Sell
2,488
-896
-26% -$126K 0.03% 321
2025
Q2 		$457K Buy
3,384
+1,455
+75% +$182K 0.04% 269
2025
Q1 		$235K Buy
+1,929
New +$249K 0.03% 371

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Perennial Investment Advisors's ITOT Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 25% in Q1 2026, selling an estimated $86.7K and leaving 1,714 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #441.

Perennial Investment Advisors first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $457K in Q2 2025. 1,620 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Perennial Investment Advisors held 1,714 shares of iShares Core S&P Total US Stock Market ETF worth $244K as of Q1 2026.
  • Perennial Investment Advisors sold 583 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $86.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #441 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $457K in Q2 2025.
  • 1,620 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.