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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
Q3 		$889K Sell
5,348
-131
-2% -$21.8K 0.15% 79
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
JA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Professional Financial Advisors's ITOT Position: Q3 2026 in Review

Professional Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q3 2026, selling an estimated $21.8K and leaving 5,348 shares worth $889K. The position accounts for 0.15% of the portfolio, ranked #79.

Professional Financial Advisors first reported a position in ITOT in Q2 2020 and has held it in 26 quarters since. The position peaked at $20.5M in Q2 2021. 240 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Professional Financial Advisors held 5,348 shares of iShares Core S&P Total US Stock Market ETF worth $889K as of Q3 2026.
  • Professional Financial Advisors sold 131 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $21.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Professional Financial Advisors's portfolio in Q3 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 26 quarters since.
  • Professional Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $20.5M in Q2 2021.
  • 240 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.