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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$47.1M Buy
330,815
+4,325
+1% +$643K 0.68% 26
2025
Q4
$48.5M Sell
326,490
-4,590
-1% -$677K 0.72% 27
2025
Q3
$48.2M Sell
331,080
-1,793
-0.5% -$251K 0.77% 24
2025
Q2
$45M Sell
332,873
-3,764
-1% -$470K 0.79% 25
2025
Q1
$41.1M Buy
336,637
+10,735
+3% +$1.38M 0.86% 23
2024
Q4
$41.9M Sell
325,902
-26,032
-7% -$3.37M 0.95% 22
2024
Q3
$44.2M Sell
351,934
-8,277
-2% -$1M 1.06% 21
2024
Q2
$42.8M Sell
360,211
-7,506
-2% -$861K 1.19% 19
2024
Q1
$42.4M Sell
367,717
-22,986
-6% -$2.52M 1.33% 17
2023
Q4
$41.1M Sell
390,703
-12,798
-3% -$1.25M 1.42% 17
2023
Q3
$38M Sell
403,501
-9,924
-2% -$975K 1.55% 17
2023
Q2
$40.4M Sell
413,425
-6,997
-2% -$647K 1.72% 15
2023
Q1
$38.1M Sell
420,422
-9,878
-2% -$877K 1.76% 13
2022
Q4
$36.5M Buy
430,300
+1,589
+0.4% +$136K 1.88% 13
2022
Q3
$34.1M Sell
428,711
-4,670
-1% -$413K 1.98% 13
2022
Q2
$36.3M Buy
433,381
+44,553
+11% +$4.06M 2.25% 12
2022
Q1
$39.2M Buy
388,828
+1,584
+0.4% +$158K 1.8% 14
2021
Q4
$41.4M Sell
387,244
-13,003
-3% -$1.36M 2.05% 11
2021
Q3
$39.4M Sell
400,247
-12,297
-3% -$1.24M 3.04% 9
2021
Q2
$40.7M Sell
412,544
-9,673
-2% -$930K 3.31% 9
2021
Q1
$38.7M Sell
422,217
-5,150
-1% -$462K 3.84% 8
2020
Q4
$36.8M Sell
427,367
-29,542
-6% -$2.39M 4.41% 5
2020
Q3
$34.5M Sell
456,909
-40,225
-8% -$3M 5.04% 5
2020
Q2
$34.5M Sell
497,134
-114,922
-19% -$7.51M 5.4% 5
2020
Q1
$35M Buy
612,056
+485,830
+385% +$33.3M 5.89% 5
2019
Q4
$9.18M Buy
126,226
+1,569
+1% +$109K 1.57% 21
2019
Q3
$8.36M Sell
124,657
-1,139
-0.9% -$76.3K 1.51% 21
2019
Q2
$8.38M Buy
125,796
+8,571
+7% +$562K 1.5% 21
2019
Q1
$7.55M Buy
117,225
+21,790
+23% +$1.35M 1.42% 23
2018
Q4
$5.42M Buy
95,435
+43,422
+83% +$2.67M 1.1% 28
2018
Q3
$3.47M Buy
+52,013
New +$3.41M 0.76% 33
2017
Q4
Sell
-47,804
Closed -$2.75M 45
2017
Q3
$2.75M Sell
47,804
-1,931
-4% -$109K 0.71% 26
2017
Q2
$2.76M Buy
49,735
+4,258
+9% +$234K 0.74% 24
2017
Q1
$2.46M Buy
45,477
+8,676
+24% +$463K 0.71% 26
2016
Q4
$1.89M Buy
36,801
+937
+3% +$46.9K 0.57% 30
2016
Q3
$1.78M Buy
35,864
+5,358
+18% +$264K 0.57% 28
2016
Q2
$1.45M Buy
30,506
+4,478
+17% +$211K 0.5% 27
2016
Q1
$1.22M Buy
+26,028
New +$1.15M 0.44% 29

Other funds holding ITOT

Pure Financial Advisors's ITOT Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, buying an estimated $643K and bringing the position to 330,815 shares worth $47.1M. The position accounts for 0.68% of the portfolio, ranked #26.

Pure Financial Advisors first reported a position in ITOT in Q1 2016 and has held it in 38 quarters since. The position peaked at $48.5M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Pure Financial Advisors held 330,815 shares of iShares Core S&P Total US Stock Market ETF worth $47.1M as of Q1 2026.
  • Pure Financial Advisors bought 4,325 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $643K.
  • iShares Core S&P Total US Stock Market ETF made up 0.68% of Pure Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • Pure Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2016 and has held it in 38 quarters since.
  • Pure Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $48.5M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.