Nations Financial Group’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
$8.43M Sell
51,338
-363
-0.7% -$57.6K 0.4% 59
2026
Q1
$7.36M Buy
51,701
+1,201
+2% +$179K 0.38% 59
2025
Q4
$7.51M Buy
50,500
+971
+2% +$143K 0.4% 55
2025
Q3
$7.21M Buy
49,529
+1,896
+4% +$266K 0.45% 45
2025
Q2
$6.43M Buy
47,633
+972
+2% +$121K 0.44% 48
2025
Q1
$5.69M Buy
46,661
+684
+1% +$88.2K 0.43% 49
2024
Q4
$5.91M Buy
45,977
+2,053
+5% +$266K 0.43% 50
2024
Q3
$5.52M Buy
43,924
+234
+0.5% +$28.3K 0.4% 55
2024
Q2
$5.19M Sell
43,690
-2,831
-6% -$325K 0.42% 50
2024
Q1
$5.36M Buy
46,521
+2,051
+5% +$225K 0.45% 48
2023
Q4
$4.68M Buy
44,470
+2,105
+5% +$206K 0.43% 51
2023
Q3
$3.99M Buy
42,365
+149
+0.4% +$14.6K 0.4% 55
2023
Q2
$4.13M Buy
42,216
+1,468
+4% +$136K 0.41% 48
2023
Q1
$3.69M Buy
40,748
+2,333
+6% +$207K 0.39% 55
2022
Q4
$3.26M Buy
38,415
+7,491
+24% +$639K 0.37% 64
2022
Q3
$2.46M Sell
30,924
-301
-1% -$26.6K 0.36% 61
2022
Q2
$2.62M Buy
31,225
+1,252
+4% +$114K 0.35% 71
2022
Q1
$3.03M Sell
29,973
-395
-1% -$39.4K 0.36% 59
2021
Q4
$3.25M Buy
30,368
+9
+0% +$941 0.43% 52
2021
Q3
$2.99M Sell
30,359
-121
-0.4% -$12.2K 0.45% 43
2021
Q2
$3.01M Sell
30,480
-553
-2% -$53.2K 0.5% 33
2021
Q1
$2.84M Buy
31,033
+702
+2% +$63K 0.65% 27
2020
Q4
$2.62M Sell
30,331
-546
-2% -$44.2K 0.69% 29
2020
Q3
$2.33M Sell
30,877
-899
-3% -$67.1K 0.72% 29
2020
Q2
$2.21M Sell
31,776
-892
-3% -$58.3K 0.78% 30
2020
Q1
$1.87M Sell
32,668
-438
-1% -$30.1K 0.8% 28
2019
Q4
$2.41M Buy
33,106
+724
+2% +$50.4K 0.83% 20
2019
Q3
$2.22M Buy
+32,382
New +$2.17M 0.8% 23

Other funds holding ITOT

Nations Financial Group's ITOT Position: Q2 2026 in Review

Nations Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.7% in Q2 2026, selling an estimated $57.6K and leaving 51,338 shares worth $8.43M. The position accounts for 0.4% of the portfolio, ranked #59.

Nations Financial Group first reported a position in ITOT in Q3 2019 and has held it in 28 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Nations Financial Group held 51,338 shares of iShares Core S&P Total US Stock Market ETF worth $8.43M as of Q2 2026.
  • Nations Financial Group sold 363 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $57.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.4% of Nations Financial Group's portfolio in Q2 2026, its #59 holding.
  • Nations Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 28 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.