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

Pinnacle Bancorp’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	$231K	Buy	1,624 +254	+19%	+$37.8K	0.07%	222
2025 Q4	$204K	Buy	1,370 +382	+39%	+$56.4K	0.06%	235
2025 Q3	$144K	Sell	988 -66	-6%	-$9.26K	0.04%	276
2025 Q2	$142K	Sell	1,054 -444	-30%	-$55.4K	0.04%	272
2025 Q1	$183K	Buy	1,498 +227	+18%	+$29.3K	0.06%	230
2024 Q4	$163K	Hold	1,271	–	–	0.05%	243
2024 Q3	$160K	Buy	1,271 +184	+17%	+$22.3K	0.04%	240
2024 Q2	$129K	Sell	1,087 -40	-4%	-$4.59K	0.04%	245
2024 Q1	$130K	Hold	1,127	–	–	0.04%	250
2023 Q4	$119K	Hold	1,127	–	–	0.04%	253
2023 Q3	$106K	Sell	1,127 -252	-18%	-$24.8K	0.04%	250
2023 Q2	$135K	Sell	1,379 -4,671	-77%	-$432K	0.05%	227
2023 Q1	$548K	Buy	6,050 +4,997	+475%	+$444K	0.2%	80
2022 Q4	$89K	Hold	1,053	–	–	0.03%	262
2022 Q3	$84K	Sell	1,053 -267	-20%	-$23.6K	0.04%	255
2022 Q2	$111K	Buy	1,320 +92	+7%	+$8.38K	0.05%	219
2022 Q1	$124K	Sell	1,228 -271	-18%	-$27K	0.04%	223
2021 Q4	$160K	Hold	1,499	–	–	0.06%	196
2021 Q3	$147K	Buy	1,499 +697	+87%	+$70.5K	0.06%	193
2021 Q2	$79K	Hold	802	–	–	0.04%	273
2021 Q1	$73K	Buy	802 +164	+26%	+$14.7K	0.04%	276
2020 Q4	$55K	Buy	638 +16	+3%	+$1.3K	0.03%	306
2020 Q3	$47K	Buy	622 +424	+214%	+$31.6K	0.03%	318
2020 Q2	$14K	Hold	198	–	–	0.01%	468
2020 Q1	$11K	Sell	198 -75	-27%	-$5.15K	0.01%	482
2019 Q4	$20K	Hold	273	–	–	0.01%	434
2019 Q3	$18K	Buy	273 +26	+11%	+$1.74K	0.01%	465
2019 Q2	$16K	Hold	247	–	–	0.01%	476
2019 Q1	$16K	Hold	247	–	–	0.01%	465
2018 Q4	$14K	Buy	+247	New	+$15.2K	0.01%	480

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 Bancorp's ITOT Position: Q1 2026 in Review

Pinnacle Bancorp increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 19% in Q1 2026, buying an estimated $37.8K and bringing the position to 1,624 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #222.

Pinnacle Bancorp first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $548K in Q1 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Pinnacle Bancorp held 1,624 shares of iShares Core S&P Total US Stock Market ETF worth $231K as of Q1 2026.
Pinnacle Bancorp bought 254 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $37.8K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Pinnacle Bancorp's portfolio in Q1 2026, its #222 holding.
Pinnacle Bancorp first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Pinnacle Bancorp's iShares Core S&P Total US Stock Market ETF position peaked at $548K in Q1 2023.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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