55 North Private Wealth’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
Q2
$1.15M Buy
6,995
+9
+0.1% +$1.43K 0.23% 54
2026
Q1
$995K Sell
6,986
-405
-5% -$60.2K 0.25% 49
2025
Q4
$1.1M Buy
+7,391
New +$1.09M 0.29% 41

Other funds holding ITOT

55 North Private Wealth's ITOT Position: Q2 2026 in Review

55 North Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.13% in Q2 2026, buying an estimated $1.43K and bringing the position to 6,995 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #54.

55 North Private Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • 55 North Private Wealth held 6,995 shares of iShares Core S&P Total US Stock Market ETF worth $1.15M as of Q2 2026.
  • 55 North Private Wealth bought 9 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • iShares Core S&P Total US Stock Market ETF made up 0.23% of 55 North Private Wealth's portfolio in Q2 2026, its #54 holding.
  • 55 North Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.