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

Pioneer 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 Q3	$512K	Buy	3,081 +26	+0.9%	+$4.33K	0.12%	39
2026 Q2	$502K	Sell	3,055 -920	-23%	-$146K	0.12%	40
2026 Q1	$566K	Hold	3,975	–	–	0.16%	33
2025 Q4	$591K	Hold	3,975	–	–	0.18%	33
2025 Q3	$579K	Hold	3,975	–	–	0.19%	33
2025 Q2	$537K	Buy	+3,975	New	+$496K	0.2%	32

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

CPW

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Pioneer Wealth Management Group's ITOT Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.85% in Q3 2026, buying an estimated $4.33K and bringing the position to 3,081 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #39.

Pioneer Wealth Management Group first reported a position in ITOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 181 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Pioneer Wealth Management Group held 3,081 shares of iShares Core S&P Total US Stock Market ETF worth $512K as of Q3 2026.
Pioneer Wealth Management Group bought 26 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $4.33K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #39 holding.
Pioneer Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
Pioneer Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $591K in Q4 2025.
181 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.