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

PFG Investments’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	$11M	Sell	66,889 -4,809	-7%	-$763K	0.43%	42
2026 Q1	$10.2M	Buy	71,698 +4,351	+6%	+$647K	0.48%	37
2025 Q4	$10M	Buy	67,347 +7,267	+12%	+$1.07M	0.47%	37
2025 Q3	$8.75M	Buy	60,080 +4,283	+8%	+$601K	0.45%	35
2025 Q2	$7.53M	Buy	55,797 +6,076	+12%	+$758K	0.44%	42
2025 Q1	$6.07M	Buy	49,721 +4,699	+10%	+$606K	0.39%	46
2024 Q4	$5.79M	Sell	45,022 -3,289	-7%	-$426K	0.36%	52
2024 Q3	$6.07M	Buy	48,311 +35,971	+291%	+$4.35M	0.39%	46
2024 Q2	$1.47M	Sell	12,340 -166	-1%	-$19.1K	0.1%	190
2024 Q1	$1.44M	Buy	12,506 +491	+4%	+$53.8K	0.09%	257
2023 Q4	$1.26M	Buy	12,015 +1,946	+19%	+$191K	0.23%	104
2023 Q3	$948K	Buy	10,069 +47	+0.5%	+$4.62K	0.18%	126
2023 Q2	$981K	Buy	10,022 +2,012	+25%	+$186K	0.17%	127
2023 Q1	$725K	Buy	+8,010	New	+$711K	0.15%	150

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

PFG Investments's ITOT Position: Q2 2026 in Review

PFG Investments reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.7% in Q2 2026, selling an estimated $763K and leaving 66,889 shares worth $11M. The position accounts for 0.43% of the portfolio, ranked #42.

PFG Investments first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

PFG Investments held 66,889 shares of iShares Core S&P Total US Stock Market ETF worth $11M as of Q2 2026.
PFG Investments sold 4,809 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $763K.
iShares Core S&P Total US Stock Market ETF made up 0.43% of PFG Investments's portfolio in Q2 2026, its #42 holding.
PFG Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.