PrairieView Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

PrairieView Partners’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 Q2	$21M	Buy	155,411 +22,144	+17%	+$2.76M	2.03%	14
2025 Q1	$16.3M	Buy	133,267 +12,399	+10%	+$1.6M	1.7%	15
2024 Q4	$15.5M	Sell	120,868 -10,145	-8%	-$1.31M	1.63%	15
2024 Q3	$16.5M	Sell	131,013 -2,376	-2%	-$288K	1.71%	17
2024 Q2	$15.8M	Buy	133,389 +170	+0.1%	+$19.5K	1.78%	15
2024 Q1	$15.4M	Buy	133,219 +5,926	+5%	+$650K	1.76%	14
2023 Q4	$13.4M	Sell	127,293 -4,034	-3%	-$395K	1.65%	16
2023 Q3	$12.4M	Buy	131,327 +1,656	+1%	+$163K	1.68%	15
2023 Q2	$12.7M	Buy	129,671 +4,154	+3%	+$384K	1.66%	16
2023 Q1	$11.4M	Buy	125,517 +11,222	+10%	+$996K	1.56%	16
2022 Q4	$9.69M	Buy	114,295 +9,573	+9%	+$817K	1.43%	16
2022 Q3	$8.33M	Buy	104,722 +9,833	+10%	+$869K	1.36%	17
2022 Q2	$7.95M	Buy	94,889 +16,449	+21%	+$1.5M	1.24%	18
2022 Q1	$7.92M	Buy	78,440 +22,645	+41%	+$2.26M	1.13%	20
2021 Q4	$5.97M	Sell	55,795 -1,977	-3%	-$207K	0.83%	22
2021 Q3	$5.68M	Sell	57,772 -832	-1%	-$84.1K	0.85%	21
2021 Q2	$5.79M	Sell	58,604 -1,320	-2%	-$127K	0.87%	22
2021 Q1	$5.49M	Sell	59,924 -2,538	-4%	-$228K	0.88%	22
2020 Q4	$5.38M	Sell	62,462 -3,345	-5%	-$271K	0.95%	20
2020 Q3	$4.97M	Sell	65,807 -1,981	-3%	-$148K	1.04%	19
2020 Q2	$4.71M	Buy	67,788 +18,326	+37%	+$1.2M	1.04%	20
2020 Q1	$2.83M	Sell	49,462 -10,401	-17%	-$714K	0.71%	25
2019 Q4	$4.35M	Sell	59,863 -1,584	-3%	-$110K	0.93%	21
2019 Q3	$4.12M	Buy	61,447 +1,119	+2%	+$75K	0.95%	22
2019 Q2	$4.02M	Sell	60,328 -193	-0.3%	-$12.6K	1%	22
2019 Q1	$3.9M	Sell	60,521 -3,177	-5%	-$197K	1%	23
2018 Q4	$3.62M	Buy	63,698 +17,759	+39%	+$1.09M	1.02%	23
2018 Q3	$3.06M	Sell	45,939 -7,086	-13%	-$464K	0.8%	26
2018 Q2	$3.31M	Buy	53,025 +4,774	+10%	+$297K	0.85%	25
2018 Q1	$2.92M	Buy	48,251 +5,091	+12%	+$318K	0.7%	25
2017 Q4	$2.64M	Buy	+43,160	New	+$2.57M	0.74%	25

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PrairieView Partners's ITOT Position: Q2 2025 in Review

PrairieView Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2025, buying an estimated $2.76M and bringing the position to 155,411 shares worth $21M. The position accounts for 2.03% of the portfolio, ranked #14.

PrairieView Partners first reported a position in ITOT in Q4 2017 and has held it in 31 quarters since. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

PrairieView Partners held 155,411 shares of iShares Core S&P Total US Stock Market ETF worth $21M as of Q2 2025.
PrairieView Partners bought 22,144 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $2.76M.
iShares Core S&P Total US Stock Market ETF made up 2.03% of PrairieView Partners's portfolio in Q2 2025, its #14 holding.
PrairieView Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 31 quarters since.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.