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

Professional Financial 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
2026
Q2 		$900K Sell
5,479
-2,797
-34% -$444K 0.16% 79
2026
Q1 		$1.18M Sell
8,276
-3,271
-28% -$486K 0.24% 71
2025
Q4 		$1.72M Buy
11,547
+61
+0.5% +$9K 0.35% 50
2025
Q3 		$1.67M Sell
11,486
-1
-0% -$140 0.35% 46
2025
Q2 		$1.55M Buy
11,487
+363
+3% +$45.3K 0.36% 46
2025
Q1 		$1.36M Sell
11,124
-181
-2% -$23.3K 0.34% 50
2024
Q4 		$1.45M Sell
11,305
-71
-0.6% -$9.19K 0.37% 45
2024
Q3 		$1.43M Sell
11,376
-116
-1% -$14K 0.37% 46
2024
Q2 		$1.37M Sell
11,492
-65
-0.6% -$7.46K 0.38% 44
2024
Q1 		$1.33M Sell
11,557
-92
-0.8% -$10.1K 0.38% 45
2023
Q4 		$1.23M Buy
11,649
+1,077
+10% +$106K 0.41% 37
2023
Q3 		$996K Buy
10,572
+885
+9% +$87K 0.45% 43
2023
Q2 		$948K Buy
9,687
+6,147
+174% +$568K 0.49% 38
2023
Q1 		$357K Sell
3,540
-776
-18% -$68.9K 0.21% 50
2022
Q4 		$366K Buy
4,316
+770
+22% +$65.7K 0.25% 64
2022
Q3 		$282K Buy
3,546
+4
+0.1% +$354 0.17% 68
2022
Q2 		$297K Buy
3,542
+2
+0.1% +$182 0.17% 73
2022
Q1 		$357K Buy
3,540
+36
+1% +$3.59K 0.15% 64
2021
Q4 		$375K Buy
3,504
+104
+3% +$10.9K 0.16% 73
2021
Q3 		$334K Sell
3,400
-203,946
-98% -$20.6M 0.19% 67
2021
Q2 		$20.5M Buy
207,346
+26,526
+15% +$2.55M 11.29% 3
2021
Q1 		$16.6M Buy
180,820
+177,893
+6,078% +$16M 10.29% 2
2020
Q4 		$252K Buy
2,927
+17
+0.6% +$1.38K 0.2% 77
2020
Q3 		$216K Buy
2,910
+34
+1% +$2.54K 0.2% 79
2020
Q2 		$200K Buy
+2,876
New +$188K 0.26% 66

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Professional Financial Advisors's ITOT Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 34% in Q2 2026, selling an estimated $444K and leaving 5,479 shares worth $900K. The position accounts for 0.16% of the portfolio, ranked #79.

Professional Financial Advisors first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.5M in Q2 2021. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Professional Financial Advisors held 5,479 shares of iShares Core S&P Total US Stock Market ETF worth $900K as of Q2 2026.
  • Professional Financial Advisors sold 2,797 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $444K.
  • iShares Core S&P Total US Stock Market ETF made up 0.16% of Professional Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Professional Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Professional Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $20.5M in Q2 2021.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.