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

Pinion Investment 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
2025
Q4 		– Sell
-1,464
Closed -$217K – 178
2025
Q3 		$217K Buy
+1,464
New +$205K 0.06% 160

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Pinion Investment Advisors's ITOT Position: Q4 2025 in Review

Pinion Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,464 shares — an estimated $217K sold.

Pinion Investment Advisors first reported a position in ITOT in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Pinion Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,464 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $217K.
  • Pinion Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • Pinion Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $217K in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Pinion Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.