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NBC Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

NBC Securities’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 		$407K Sell
2,476
-53
-2% -$8.41K 0.03% 602
2026
Q1 		$360K Buy
2,529
+201
+9% +$29.9K 0.03% 634
2025
Q4 		$346K Buy
2,328
+150
+7% +$22.1K 0.03% 631
2025
Q3 		$317K Hold
2,178
– – 0.02% 666
2025
Q2 		$294K Hold
2,178
– – 0.02% 684
2025
Q1 		$265K Buy
2,178
+2,176
+108,800% +$280K 0.02% 674
2024
Q4 		$295 Sell
2
-2,455
-100% -$318K 0.03% 618
2024
Q3 		$308K Sell
2,457
-137
-5% -$16.6K 0.03% 641
2024
Q2 		$308K Sell
2,594
-20
-0.8% -$2.29K 0.03% 600
2024
Q1 		$311K Sell
2,614
-146
-5% -$16K 0.03% 594
2023
Q4 		$290K Buy
2,760
+1
+0% +$98 0.03% 599
2023
Q3 		$259K Buy
+2,759
New +$271K 0.03% 601

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

NBC Securities's ITOT Position: Q2 2026 in Review

NBC Securities reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q2 2026, selling an estimated $8.41K and leaving 2,476 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #602.

NBC Securities first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • NBC Securities held 2,476 shares of iShares Core S&P Total US Stock Market ETF worth $407K as of Q2 2026.
  • NBC Securities sold 53 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.41K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of NBC Securities's portfolio in Q2 2026, its #602 holding.
  • NBC Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.