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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Pioneer Wealth Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 23% in Q2 2026, selling an estimated $146K and leaving 3,055 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #40.

Pioneer Wealth Management Group first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $591K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Pioneer Wealth Management Group held 3,055 shares of iShares Core S&P Total US Stock Market ETF worth $502K as of Q2 2026.
Pioneer Wealth Management Group sold 920 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $146K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #40 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 5 quarters since.
Pioneer Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $591K in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.