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Pinnacle Financial Partners (Tennessee)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$1.67M Hold
11,464
– – 0.04% 225
2025
Q2 		$1.55M Sell
11,464
-29,986
-72% -$3.74M 0.03% 246
2025
Q1 		$5.06M Sell
41,450
-97
-0.2% -$12.5K 0.1% 171
2024
Q4 		$5.34M Sell
41,547
-34,901
-46% -$4.52M 0.11% 168
2024
Q3 		$9.6M Sell
76,448
-35,187
-32% -$4.26M 0.19% 127
2024
Q2 		$13.3M Buy
111,635
+292
+0.3% +$33.5K 0.28% 89
2024
Q1 		$12.8M Sell
111,343
-721
-0.6% -$79.1K 0.28% 94
2023
Q4 		$11.8M Sell
112,064
-821
-0.7% -$80.5K 0.28% 95
2023
Q3 		$10.6M Sell
112,885
-1,948
-2% -$191K 0.27% 97
2023
Q2 		$11.2M Sell
114,833
-769
-0.7% -$71.1K 0.28% 98
2023
Q1 		$10.5M Buy
115,602
+3,987
+4% +$354K 0.28% 95
2022
Q4 		$9.46M Sell
111,615
-408
-0.4% -$34.8K 0.27% 94
2022
Q3 		$8.91M Buy
112,023
+99,231
+776% +$8.77M 0.32% 90
2022
Q2 		$1.07M Buy
12,792
+2,542
+25% +$232K 0.04% 229
2022
Q1 		$1.03M Sell
10,250
-810
-7% -$80.8K 0.03% 236
2021
Q4 		$1.18M Buy
11,060
+5,217
+89% +$545K 0.04% 225
2021
Q3 		$575K Hold
5,843
– – 0.02% 269
2021
Q2 		$577K Hold
5,843
– – 0.02% 258
2021
Q1 		$535K Buy
5,843
+2,088
+56% +$187K 0.02% 254
2020
Q4 		$324K Hold
3,755
– – 0.02% 293
2020
Q3 		$283K Hold
3,755
– – 0.02% 291
2020
Q2 		$261K Hold
3,755
– – 0.01% 290
2020
Q1 		$215K Hold
3,755
– – 0.01% 308
2019
Q4 		$273K Hold
3,755
– – 0.02% 316
2019
Q3 		$252K Hold
3,755
– – 0.02% 306
2019
Q2 		$250K Sell
3,755
-300
-7% -$19.7K 0.02% 306
2019
Q1 		$261K Hold
4,055
– – 0.02% 296
2018
Q4 		$230K Hold
4,055
– – 0.02% 293
2018
Q3 		$270K Hold
4,055
– – 0.02% 292
2018
Q2 		$254K Hold
4,055
– – 0.02% 280
2018
Q1 		$245K Hold
4,055
– – 0.02% 282
2017
Q4 		$248K Hold
4,055
– – 0.03% 281
2017
Q3 		$234K Sell
4,055
-50
-1% -$2.82K 0.03% 259
2017
Q2 		$227K Buy
+4,105
New +$225K 0.03% 272

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
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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s ITOT Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 11,464 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #225.

Pinnacle Financial Partners (Tennessee) first reported a position in ITOT in Q2 2017 and has held it in 34 quarters since. The position peaked at $13.3M in Q2 2024. 1,517 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 11,464 shares of iShares Core S&P Total US Stock Market ETF worth $1.67M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #225 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 34 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares Core S&P Total US Stock Market ETF position peaked at $13.3M in Q2 2024.
  • 1,517 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.