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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 696 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.
696 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.