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

Pine Valley 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	$205K	Buy	+1,249	New	+$198K	0.01%	569

Other funds holding ITOT

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Pine Valley Investments's ITOT Position: Q2 2026 in Review

Pine Valley Investments opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,249 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings.

1,084 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pine Valley Investments held 1,249 shares of iShares Core S&P Total US Stock Market ETF worth $205K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Pine Valley Investments position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #569 holding.
1,084 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.