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

Pettinga Financial 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 Q2	$828K	Buy	5,042 +10	+0.2%	+$1.59K	0.13%	81
2026 Q1	$717K	Buy	5,032 +338	+7%	+$50.3K	0.13%	86
2025 Q4	$698K	Sell	4,694 -643	-12%	-$94.9K	0.13%	83
2025 Q3	$777K	Buy	5,337 +2	+0%	+$280	0.15%	78
2025 Q2	$720K	Sell	5,335 -23,573	-82%	-$2.94M	0.16%	73
2025 Q1	$3.53M	Buy	28,908 +18	+0.1%	+$2.32K	0.83%	32
2024 Q4	$3.72M	Sell	28,890 -22,848	-44%	-$2.96M	0.84%	31
2024 Q3	$6.5M	Sell	51,738 -4	-0%	-$484	1.54%	20
2024 Q2	$6.15M	Buy	51,742 +506	+1%	+$58.1K	1.54%	21
2024 Q1	$5.91M	Sell	51,236 -65	-0.1%	-$7.13K	1.51%	21
2023 Q4	$5.4M	Buy	51,301 +47,627	+1,296%	+$4.67M	1.45%	20
2023 Q3	$346K	Buy	3,674 +1,549	+73%	+$152K	0.1%	79
2023 Q2	$208K	Buy	+2,125	New	+$196K	0.06%	98
2020 Q1	–	Sell	-16,528	Closed	-$1.2M	–	86
2019 Q4	$1.2M	Sell	16,528 -4	-0%	-$278	0.64%	34
2019 Q3	$1.11M	Buy	16,532 +4,903	+42%	+$329K	0.6%	36
2019 Q2	$775K	Buy	11,629 +157	+1%	+$10.3K	0.4%	40
2019 Q1	$739K	Buy	+11,472	New	+$711K	0.4%	42

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Pettinga Financial Advisors's ITOT Position: Q2 2026 in Review

Pettinga Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.2% in Q2 2026, buying an estimated $1.59K and bringing the position to 5,042 shares worth $828K. The position accounts for 0.13% of the portfolio, ranked #81.

Pettinga Financial Advisors first reported a position in ITOT in Q1 2019 and has held it in 17 quarters since. The position peaked at $6.5M in Q3 2024. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pettinga Financial Advisors held 5,042 shares of iShares Core S&P Total US Stock Market ETF worth $828K as of Q2 2026.
Pettinga Financial Advisors bought 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
iShares Core S&P Total US Stock Market ETF made up 0.13% of Pettinga Financial Advisors's portfolio in Q2 2026, its #81 holding.
Pettinga Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 17 quarters since.
Pettinga Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $6.5M in Q3 2024.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.