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

Petros Family Wealth’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 		$817K Sell
4,973
-44
-0.9% -$6.98K 0.5% 55
2026
Q1 		$715K Sell
5,017
-3,291
-40% -$489K 0.51% 54
2025
Q4 		$1.24M Buy
8,308
+6,559
+375% +$968K 0.82% 34
2025
Q3 		$255K Sell
1,749
-79
-4% -$11.1K 0.21% 112
2025
Q2 		$247K Sell
1,828
-320
-15% -$39.9K 0.23% 109
2025
Q1 		$262K Sell
2,148
-90
-4% -$11.6K 0.29% 99
2024
Q4 		$288K Buy
+2,238
New +$290K 0.31% 90

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

Petros Family Wealth's ITOT Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.88% in Q2 2026, selling an estimated $6.98K and leaving 4,973 shares worth $817K. The position accounts for 0.5% of the portfolio, ranked #55.

Petros Family Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Petros Family Wealth held 4,973 shares of iShares Core S&P Total US Stock Market ETF worth $817K as of Q2 2026.
  • Petros Family Wealth sold 44 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.98K.
  • iShares Core S&P Total US Stock Market ETF made up 0.5% of Petros Family Wealth's portfolio in Q2 2026, its #55 holding.
  • Petros Family Wealth 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.
  • Petros Family Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $1.24M in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.