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Nearwater Capital Markets’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Nearwater Capital Markets’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 		– Sell
-310,000
Closed -$44.2M – 120
2026
Q1 		$44.2M Buy
+310,000
New +$46.1M 1.04% 34

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

Nearwater Capital Markets's ITOT Position: Q2 2026 in Review

Nearwater Capital Markets sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 310,000 shares — an estimated $44.2M sold.

Nearwater Capital Markets first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $44.2M in Q1 2026. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Nearwater Capital Markets reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 310,000 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $44.2M.
  • Nearwater Capital Markets first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Nearwater Capital Markets's iShares Core S&P Total US Stock Market ETF position peaked at $44.2M in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.