Pinnacle Associates
ITOT icon

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
Q3 		$709K Buy
4,265
+427
+11% +$71K 0.01% 602
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Pinnacle Associates's ITOT Position: Q3 2026 in Review

Pinnacle Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q3 2026, buying an estimated $71K and bringing the position to 4,265 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #602.

Pinnacle Associates first reported a position in ITOT in Q2 2019 and has held it in 20 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Pinnacle Associates held 4,265 shares of iShares Core S&P Total US Stock Market ETF worth $709K as of Q3 2026.
  • Pinnacle Associates bought 427 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $71K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #602 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 20 quarters since.
  • 1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.