N.E.W. Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

N.E.W. Advisory Services’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	$4.08M	Sell	24,859 -1,066	-4%	-$169K	0.27%	52
2026 Q1	$3.69M	Sell	25,925 -147	-0.6%	-$21.9K	0.28%	51
2025 Q4	$3.88M	Sell	26,072 -875	-3%	-$129K	0.29%	55
2025 Q3	$3.92M	Buy	26,947 +991	+4%	+$139K	0.35%	37
2025 Q2	$3.51M	Buy	25,956 +190	+0.7%	+$23.7K	0.34%	36
2025 Q1	$3.14M	Buy	25,766 +39	+0.2%	+$5.03K	0.24%	55
2024 Q4	$3.31M	Sell	25,727 -32	-0.1%	-$4.14K	0.31%	50
2024 Q3	$3.24M	Buy	25,759 +4,113	+19%	+$498K	0.32%	46
2024 Q2	$2.57M	Sell	21,646 -782	-3%	-$89.8K	0.28%	51
2024 Q1	$2.59M	Buy	22,428 +1,958	+10%	+$215K	0.29%	49
2023 Q4	$2.15M	Buy	20,470 +586	+3%	+$57.4K	0.26%	50
2023 Q3	$1.87M	Buy	19,884 +735	+4%	+$72.2K	0.27%	51
2023 Q2	$1.87M	Buy	19,149 +518	+3%	+$47.9K	0.26%	42
2023 Q1	$1.69M	Buy	18,631 +1,034	+6%	+$91.8K	0.25%	42
2022 Q4	$1.49M	Buy	17,597 +1,537	+10%	+$131K	0.23%	44
2022 Q3	$1.28M	Buy	16,060 +1,878	+13%	+$166K	0.23%	44
2022 Q2	$1.19M	Buy	+14,182	New	+$1.29M	0.21%	45
2021 Q1	–	Sell	-3,640	Closed	-$314K	–	133
2020 Q4	$314K	Buy	+3,640	New	+$295K	0.07%	109

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

N.E.W. Advisory Services's ITOT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q2 2026, selling an estimated $169K and leaving 24,859 shares worth $4.08M. The position accounts for 0.27% of the portfolio, ranked #52.

N.E.W. Advisory Services first reported a position in ITOT in Q4 2020 and has held it in 18 quarters since. 1,349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

N.E.W. Advisory Services held 24,859 shares of iShares Core S&P Total US Stock Market ETF worth $4.08M as of Q2 2026.
N.E.W. Advisory Services sold 1,066 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $169K.
iShares Core S&P Total US Stock Market ETF made up 0.27% of N.E.W. Advisory Services's portfolio in Q2 2026, its #52 holding.
N.E.W. Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
1,349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.