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New Century Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

New Century Financial Group’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
2025
Q3 		– Sell
-2,061
Closed -$278K – 92
2025
Q2 		$278K Buy
+2,061
New +$257K 0.33% 70

Other funds holding ITOT

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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

New Century Financial Group's ITOT Position: Q3 2025 in Review

New Century Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 2,061 shares — an estimated $278K sold.

New Century Financial Group first reported a position in ITOT in Q2 2025 and held it in 1 quarter. The position peaked at $278K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • New Century Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,061 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $278K.
  • New Century Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and held it in 1 quarter.
  • New Century Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $278K in Q2 2025.
  • 1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.