Private Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Private Capital Advisors’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 Q4	–	Sell	-3,505	Closed	-$511K	–	82
2025 Q3	$511K	Hold	3,505	–	–	0.06%	56
2025 Q2	$473K	Hold	3,505	–	–	0.06%	52
2025 Q1	$428K	Hold	3,505	–	–	0.05%	52
2024 Q4	$451K	Hold	3,505	–	–	0.05%	53
2024 Q3	$440K	Hold	3,505	–	–	0.05%	54
2024 Q2	$416K	Hold	3,505	–	–	0.05%	58
2024 Q1	$404K	Hold	3,505	–	–	0.05%	61
2023 Q4	$369K	Hold	3,505	–	–	0.06%	59
2023 Q3	$321K	Hold	3,505	–	–	0.05%	68
2023 Q2	$343K	Hold	3,505	–	–	0.06%	63
2023 Q1	$317K	Hold	3,505	–	–	0.06%	67
2022 Q4	$297K	Hold	3,505	–	–	0.05%	62
2022 Q3	$279K	Hold	3,505	–	–	0.05%	69
2022 Q2	$294K	Hold	3,505	–	–	0.05%	68
2022 Q1	$354K	Hold	3,505	–	–	0.05%	81
2021 Q4	$375K	Hold	3,505	–	–	0.06%	63
2021 Q3	$345K	Hold	3,505	–	–	0.06%	74
2021 Q2	$346K	Hold	3,505	–	–	0.06%	75
2021 Q1	$321K	Hold	3,505	–	–	0.06%	79
2020 Q4	$302K	Hold	3,505	–	–	0.06%	75
2020 Q3	$265K	Hold	3,505	–	–	0.06%	78
2020 Q2	$243K	Hold	3,505	–	–	0.06%	76
2020 Q1	$201K	Hold	3,505	–	–	0.06%	69
2019 Q4	$255K	Hold	3,505	–	–	0.06%	75
2019 Q3	$235K	Hold	3,505	–	–	0.07%	83
2019 Q2	$234K	Hold	3,505	–	–	0.07%	89
2019 Q1	$226K	Buy	+3,505	New	+$217K	0.07%	90

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

FPAS

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

Private Capital Advisors's ITOT Position: Q4 2025 in Review

Private Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 3,505 shares — an estimated $511K sold.

Private Capital Advisors first reported a position in ITOT in Q1 2019 and held it in 27 quarters. The position peaked at $511K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Private Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Private Capital Advisors sold 3,505 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $511K.
Private Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 27 quarters.
Private Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $511K in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Private Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.