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

Pinnacle Family 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
2026
Q1 		$1.51M Sell
10,599
-433
-4% -$64.4K 0.71% 31
2025
Q4 		$1.64M Sell
11,032
-183
-2% -$27K 0.72% 28
2025
Q3 		$1.63M Buy
11,215
+15
+0.1% +$2.1K 0.71% 30
2025
Q2 		$1.5M Sell
11,200
-1,877
-14% -$234K 0.73% 30
2025
Q1 		$1.6M Sell
13,077
-777
-6% -$100K 0.87% 33
2024
Q4 		$1.78M Buy
13,854
+123
+0.9% +$15.9K 0.86% 28
2024
Q3 		$1.72M Sell
13,731
-890
-6% -$108K 0.89% 32
2024
Q2 		$1.74M Sell
14,621
-861
-6% -$98.8K 0.96% 23
2024
Q1 		$1.79M Sell
15,482
-93
-0.6% -$10.2K 0.95% 21
2023
Q4 		$1.64M Sell
15,575
-555
-3% -$54.4K 0.96% 23
2023
Q3 		$1.52M Sell
16,130
-808
-5% -$79.4K 0.87% 19
2023
Q2 		$1.66M Sell
16,938
-19
-0.1% -$1.76K 0.89% 19
2023
Q1 		$1.54M Sell
16,957
-380
-2% -$33.7K 0.93% 24
2022
Q4 		$1.47M Sell
17,337
-70
-0.4% -$5.97K 1.05% 19
2022
Q3 		$1.39M Sell
17,407
-5,782
-25% -$511K 1.2% 18
2022
Q2 		$1.94M Sell
23,189
-264
-1% -$24.1K 1.59% 15
2022
Q1 		$2.37M Sell
23,453
-90
-0.4% -$8.97K 1.26% 16
2021
Q4 		$2.52M Sell
23,543
-8,984
-28% -$939K 1.14% 21
2021
Q3 		$3.2M Sell
32,527
-817
-2% -$82.6K 1.43% 13
2021
Q2 		$3.29M Sell
33,344
-165
-0.5% -$15.9K 1.44% 15
2021
Q1 		$3.07M Buy
33,509
+30
+0.1% +$2.69K 1.61% 12
2020
Q4 		$2.89M Buy
33,479
+770
+2% +$62.4K 1.77% 10
2020
Q3 		$2.47M Buy
32,709
+41
+0.1% +$3.06K 1.67% 16
2020
Q2 		$2.27M Sell
32,668
-41
-0.1% -$2.68K 1.98% 10
2020
Q1 		$1.9M Sell
32,709
-40,907
-56% -$2.81M 2.28% 14
2019
Q4 		$5.35M Sell
73,616
-29,694
-29% -$2.07M 4.82% 6
2019
Q3 		$6.93M Sell
103,310
-5,464
-5% -$366K 6.11% 4
2019
Q2 		$7.25M Sell
108,774
-771
-0.7% -$50.5K 6.01% 4
2019
Q1 		$7.05M Buy
109,545
+243
+0.2% +$15.1K 6.28% 4
2018
Q4 		$6.2M Buy
109,302
+20,906
+24% +$1.28M 4.17% 8
2018
Q3 		$5.89M Sell
88,396
-2,427
-3% -$159K 3.11% 10
2018
Q2 		$5.7M Sell
90,823
-807
-0.9% -$50.1K 3.03% 12
2018
Q1 		$5.54M Sell
91,630
-3,407
-4% -$213K 3.16% 12
2017
Q4 		$5.81M Sell
95,037
-468
-0.5% -$27.9K 2.68% 14
2017
Q3 		$5.5M Sell
95,505
-2,744
-3% -$155K 2.59% 15
2017
Q2 		$5.45M Sell
98,249
-2,227
-2% -$122K 3.04% 16
2017
Q1 		$5.43M Sell
100,476
-733
-0.7% -$39.1K 3.36% 11
2016
Q4 		$5.19M Buy
+101,209
New +$5.06M 3.18% 12

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $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 Family Advisors's ITOT Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q1 2026, selling an estimated $64.4K and leaving 10,599 shares worth $1.51M. The position accounts for 0.71% of the portfolio, ranked #31.

Pinnacle Family Advisors first reported a position in ITOT in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.25M in Q2 2019. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Pinnacle Family Advisors held 10,599 shares of iShares Core S&P Total US Stock Market ETF worth $1.51M as of Q1 2026.
  • Pinnacle Family Advisors sold 433 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $64.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.71% of Pinnacle Family Advisors's portfolio in Q1 2026, its #31 holding.
  • Pinnacle Family Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
  • Pinnacle Family Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $7.25M in Q2 2019.
  • 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 Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.