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

Pinnacle Wealth Management Group’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 Q2	$1.69M	Buy	10,280 +544	+6%	+$86.3K	0.79%	31
2026 Q1	$1.39M	Buy	9,736 +1,711	+21%	+$254K	0.68%	35
2025 Q4	$1.19M	Buy	8,025 +550	+7%	+$81.2K	0.6%	39
2025 Q3	$1.09M	Buy	7,475 +1,677	+29%	+$235K	0.56%	39
2025 Q2	$783K	Buy	5,798 +110	+2%	+$13.7K	0.45%	44
2025 Q1	$694K	Buy	5,688 +1,137	+25%	+$147K	0.48%	38
2024 Q4	$585K	Buy	4,551 +114	+3%	+$14.8K	0.36%	53
2024 Q3	$557K	Buy	4,437 +1,075	+32%	+$130K	0.35%	59
2024 Q2	$399K	Buy	+3,362	New	+$386K	0.27%	65

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Pinnacle Wealth Management Group's ITOT Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.6% in Q2 2026, buying an estimated $86.3K and bringing the position to 10,280 shares worth $1.69M. The position accounts for 0.79% of the portfolio, ranked #31.

Pinnacle Wealth Management Group first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 400 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pinnacle Wealth Management Group held 10,280 shares of iShares Core S&P Total US Stock Market ETF worth $1.69M as of Q2 2026.
Pinnacle Wealth Management Group bought 544 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $86.3K.
iShares Core S&P Total US Stock Market ETF made up 0.79% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #31 holding.
Pinnacle Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
400 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.