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

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

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

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return