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

PFW 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 		$410K Hold
2,465
– – 0.12% 89
2026
Q2 		$405K Hold
2,465
– – 0.12% 95
2026
Q1 		$351K Hold
2,465
– – 0.11% 93
2025
Q4 		$367K Hold
2,465
– – 0.11% 97
2025
Q3 		$359K Sell
2,465
-234
-9% -$32.8K 0.11% 97
2025
Q2 		$364K Hold
2,699
– – 0.11% 97
2025
Q1 		$329K Hold
2,699
– – 0.1% 98
2024
Q4 		$347K Buy
+2,699
New +$349K 0.11% 94
2024
Q2 		$321K Hold
2,699
– – 0.1% 100
2024
Q1 		$311K Hold
2,699
– – 0.1% 103
2023
Q4 		$284K Hold
2,699
– – 0.09% 103
2023
Q3 		$254K Hold
2,699
– – 0.09% 105
2023
Q2 		$266K Buy
+2,699
New +$250K 0.09% 102
2019
Q3 		$339K Buy
+2,699
New +$181K 0.1% 99

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

PFW Advisors's ITOT Position: Q3 2026 in Review

PFW Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 2,465 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #89.

PFW Advisors first reported a position in ITOT in Q3 2019 and has held it in 14 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • PFW Advisors held 2,465 shares of iShares Core S&P Total US Stock Market ETF worth $410K as of Q3 2026.
  • PFW Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of PFW Advisors's portfolio in Q3 2026, its #89 holding.
  • PFW Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 14 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.