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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Pinnacle Associates's ITOT Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.4% in Q1 2026, selling an estimated $2.08K and leaving 3,513 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #660.

Pinnacle Associates first reported a position in ITOT in Q2 2019 and has held it in 18 quarters since. The position peaked at $534K in Q2 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Pinnacle Associates held 3,513 shares of iShares Core S&P Total US Stock Market ETF worth $500K as of Q1 2026.
Pinnacle Associates sold 14 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.08K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #660 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 18 quarters since.
Pinnacle Associates's iShares Core S&P Total US Stock Market ETF position peaked at $534K in Q2 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.