SPA
ITOT icon

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

Sentinel Pension 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 		$4.25M Sell
26,054
-3,328
-11% -$528K 0.56% 28
2026
Q1 		$4.18M Buy
29,382
+150
+0.5% +$22.3K 0.62% 25
2025
Q4 		$4.35M Buy
29,232
+749
+3% +$111K 0.67% 24
2025
Q3 		$4.15M Buy
28,483
+51
+0.2% +$7.15K 0.66% 24
2025
Q2 		$3.84M Buy
28,432
+137
+0.5% +$17.1K 0.65% 26
2025
Q1 		$3.45M Buy
28,295
+1,679
+6% +$216K 0.64% 27
2024
Q4 		$3.42M Sell
26,616
-2,409
-8% -$312K 0.64% 27
2024
Q3 		$3.65M Sell
29,025
-5,113
-15% -$619K 0.7% 25
2024
Q2 		$4.05M Buy
34,138
+146
+0.4% +$16.8K 0.84% 23
2024
Q1 		$3.92M Sell
33,992
-3,250
-9% -$356K 0.84% 23
2023
Q4 		$3.92M Sell
37,242
-363
-1% -$35.6K 0.93% 21
2023
Q3 		$3.54M Buy
37,605
+462
+1% +$45.4K 0.86% 21
2023
Q2 		$3.63M Sell
37,143
-178
-0.5% -$16.5K 0.88% 21
2023
Q1 		$3.35M Buy
37,321
+64
+0.2% +$5.68K 0.85% 22
2022
Q4 		$3.16M Buy
37,257
+209
+0.6% +$17.8K 0.99% 20
2022
Q3 		$2.95M Sell
37,048
-154
-0.4% -$13.6K 1.03% 21
2022
Q2 		$3.12M Buy
37,202
+306
+0.8% +$27.9K 1.05% 19
2022
Q1 		$3.72M Sell
36,896
-1,383
-4% -$138K 1.26% 19
2021
Q4 		$4.09M Buy
38,279
+1,411
+4% +$147K 1.29% 17
2021
Q3 		$3.63M Sell
36,868
-461
-1% -$46.6K 1.23% 16
2021
Q2 		$3.69M Sell
37,329
-340
-0.9% -$32.7K 1.29% 16
2021
Q1 		$3.45M Buy
37,669
+378
+1% +$33.9K 1.27% 17
2020
Q4 		$3.21M Sell
37,291
-1,480
-4% -$120K 1.18% 20
2020
Q3 		$2.93M Buy
38,771
+738
+2% +$55.1K 1.13% 20
2020
Q2 		$2.64M Sell
38,033
-378
-1% -$24.7K 1.1% 21
2020
Q1 		$2.2M Sell
38,411
-545
-1% -$37.4K 1.07% 20
2019
Q4 		$2.83M Buy
+38,956
New +$2.71M 1.84% 11

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

Sentinel Pension Advisors's ITOT Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q2 2026, selling an estimated $528K and leaving 26,054 shares worth $4.25M. The position accounts for 0.56% of the portfolio, ranked #28.

Sentinel Pension Advisors first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.35M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sentinel Pension Advisors held 26,054 shares of iShares Core S&P Total US Stock Market ETF worth $4.25M as of Q2 2026.
  • Sentinel Pension Advisors sold 3,328 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $528K.
  • iShares Core S&P Total US Stock Market ETF made up 0.56% of Sentinel Pension Advisors's portfolio in Q2 2026, its #28 holding.
  • Sentinel Pension Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Sentinel Pension Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.35M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.