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Stonebridge Financial Group (Pennsylvania)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$659K Sell
4,012
-26
-0.6% -$4.13K 0.05% 153
2026
Q1 		$575K Hold
4,038
– – 0.05% 156
2025
Q4 		$600K Sell
4,038
-84
-2% -$12.4K 0.05% 148
2025
Q3 		$600K Hold
4,122
– – 0.05% 144
2025
Q2 		$557K Sell
4,122
-212
-5% -$26.5K 0.05% 141
2025
Q1 		$529K Sell
4,334
-1,018
-19% -$131K 0.06% 143
2024
Q4 		$688K Buy
+5,352
New +$693K 0.08% 127

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ITOT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.64% in Q2 2026, selling an estimated $4.13K and leaving 4,012 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #153.

Stonebridge Financial Group (Pennsylvania) first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $688K in Q4 2024. 1,532 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 4,012 shares of iShares Core S&P Total US Stock Market ETF worth $659K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 26 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.13K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #153 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core S&P Total US Stock Market ETF position peaked at $688K in Q4 2024.
  • 1,532 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.