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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
Q3 		$705K Sell
4,237
-805
-16% -$134K 0.12% 91
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Pettinga Financial Advisors's ITOT Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q3 2026, selling an estimated $134K and leaving 4,237 shares worth $705K. The position accounts for 0.12% of the portfolio, ranked #91.

Pettinga Financial Advisors first reported a position in ITOT in Q1 2019 and has held it in 18 quarters since. The position peaked at $6.5M in Q3 2024. 295 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Pettinga Financial Advisors held 4,237 shares of iShares Core S&P Total US Stock Market ETF worth $705K as of Q3 2026.
  • Pettinga Financial Advisors sold 805 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $134K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Pettinga Financial Advisors's portfolio in Q3 2026, its #91 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 18 quarters since.
  • Pettinga Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $6.5M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.