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Pinnacle Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pinnacle Associates’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 		$630K Buy
3,838
+325
+9% +$51.6K 0.01% 636
2026
Q1 		$500K Sell
3,513
-14
-0.4% -$2.08K 0.01% 660
2025
Q4 		$524K Buy
3,527
+50
+1% +$7.38K 0.01% 646
2025
Q3 		$506K Sell
3,477
-475
-12% -$66.6K 0.01% 638
2025
Q2 		$534K Buy
3,952
+318
+9% +$39.7K 0.01% 617
2025
Q1 		$443K Buy
3,634
+204
+6% +$26.3K 0.01% 632
2024
Q4 		$441K Buy
3,430
+1,376
+67% +$178K 0.01% 629
2024
Q3 		$216K Sell
2,054
-59
-3% -$7.14K ﹤0.01% 751
2024
Q2 		$251K Hold
2,113
– – ﹤0.01% 732
2024
Q1 		$244K Buy
2,113
+59
+3% +$6.47K ﹤0.01% 749
2023
Q4 		$216K Sell
2,054
-952
-32% -$93.3K ﹤0.01% 763
2023
Q3 		$283K Buy
3,006
+4
+0.1% +$393 0.01% 685
2023
Q2 		$294K Hold
3,002
– – 0.01% 681
2023
Q1 		$272K Sell
3,002
-1,650
-35% -$146K 0.01% 650
2022
Q4 		$394K Buy
4,652
+248
+6% +$21.2K 0.01% 553
2022
Q3 		$350K Buy
+4,404
New +$389K 0.01% 566
2020
Q1 		– Sell
-6,672
Closed -$485K – 690
2019
Q4 		$485K Buy
6,672
+802
+14% +$55.8K 0.01% 538
2019
Q3 		$394K Sell
5,870
-419
-7% -$28.1K 0.01% 566
2019
Q2 		$419K Buy
+6,289
New +$412K 0.01% 554

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Pinnacle Associates's ITOT Position: Q2 2026 in Review

Pinnacle Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.3% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,838 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #636.

Pinnacle Associates first reported a position in ITOT in Q2 2019 and has held it in 19 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Pinnacle Associates held 3,838 shares of iShares Core S&P Total US Stock Market ETF worth $630K as of Q2 2026.
  • Pinnacle Associates bought 325 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $51.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #636 holding.
  • Pinnacle Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 19 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.