PFG Advisors
ITOT icon

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

PFG 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 		$1.33M Sell
7,971
-39
-0.5% -$6.49K 0.07% 313
2026
Q2 		$1.32M Sell
8,010
-14,308
-64% -$2.27M 0.07% 314
2026
Q1 		$3.18M Buy
22,318
+1,688
+8% +$251K 0.15% 163
2025
Q4 		$3.07M Sell
20,630
-640
-3% -$94.5K 0.15% 160
2025
Q3 		$3.1M Buy
+21,270
New +$2.98M 0.13% 192
2025
Q2 		– Sell
-27,586
Closed -$3.37M – 692
2025
Q1 		$3.37M Buy
27,586
+455
+2% +$58.6K 0.19% 137
2024
Q4 		$3.49M Buy
27,131
+702
+3% +$90.9K 0.21% 110
2024
Q3 		$3.32M Sell
26,429
-311
-1% -$37.7K 0.21% 118
2024
Q2 		$3.18M Buy
26,740
+295
+1% +$33.9K 0.21% 119
2024
Q1 		$3.05M Sell
26,445
-328
-1% -$36K 0.22% 117
2023
Q4 		$2.82M Sell
26,773
-2,135
-7% -$209K 0.23% 114
2023
Q3 		$2.72M Buy
28,908
+60
+0.2% +$5.9K 0.24% 106
2023
Q2 		$2.82M Buy
28,848
+228
+0.8% +$21.1K 0.21% 115
2023
Q1 		$2.59M Buy
28,620
+2,204
+8% +$196K 0.22% 127
2022
Q4 		$2.24M Sell
26,416
-1,271
-5% -$108K 0.22% 132
2022
Q3 		$2.2M Buy
+27,687
New +$2.45M 0.25% 111
2022
Q1 		– Sell
-26,588
Closed -$2.84M – 471
2021
Q4 		$2.84M Buy
26,588
+4,446
+20% +$465K 0.28% 97
2021
Q3 		$2.18M Buy
22,142
+14,856
+204% +$1.5M 0.24% 125
2021
Q2 		$720K Buy
7,286
+765
+12% +$73.6K 0.08% 272
2021
Q1 		$597K Buy
6,521
+30
+0.5% +$2.69K 0.08% 272
2020
Q4 		$560K Sell
6,491
-1,527
-19% -$124K 0.09% 231
2020
Q3 		$619K Sell
8,018
-850
-10% -$63.4K 0.12% 211
2020
Q2 		$633K Buy
8,868
+1,474
+20% +$96.4K 0.14% 174
2020
Q1 		$462K Buy
7,394
+2,937
+66% +$202K 0.12% 184
2019
Q4 		$326K Buy
4,457
+158
+4% +$11K 0.08% 235
2019
Q3 		$283K Buy
4,299
+947
+28% +$63.5K 0.08% 250
2019
Q2 		$230K Buy
+3,352
New +$220K 0.06% 281

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

PFG Advisors's ITOT Position: Q3 2026 in Review

PFG Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.49% in Q3 2026, selling an estimated $6.49K and leaving 7,971 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #313.

PFG Advisors first reported a position in ITOT in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.49M in Q4 2024. 982 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • PFG Advisors held 7,971 shares of iShares Core S&P Total US Stock Market ETF worth $1.33M as of Q3 2026.
  • PFG Advisors sold 39 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $6.49K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of PFG Advisors's portfolio in Q3 2026, its #313 holding.
  • PFG Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 27 quarters since.
  • PFG Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.49M in Q4 2024.
  • 982 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.