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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
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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFW Advisors's ITOT Position: Q2 2026 in Review

PFW Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,465 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #95.

PFW Advisors first reported a position in ITOT in Q3 2019 and has held it in 13 quarters since. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • PFW Advisors held 2,465 shares of iShares Core S&P Total US Stock Market ETF worth $405K as of Q2 2026.
  • PFW Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of PFW Advisors's portfolio in Q2 2026, its #95 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 13 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.