New England Private Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

New England Private Wealth Advisors’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	$209K	Buy	+1,293	New	+$205K	0.02%	201
2020 Q1	–	Sell	-3,741	Closed	-$272K	–	81
2019 Q4	$272K	Buy	3,741 +10	+0.3%	+$696	0.07%	66
2019 Q3	$251K	Buy	3,731 +7	+0.2%	+$469	0.06%	133
2019 Q2	$248K	Buy	3,724 +10	+0.3%	+$655	0.06%	134
2019 Q1	$240K	Buy	3,714 +7	+0.2%	+$434	0.06%	131
2018 Q4	$209K	Buy	3,707 +92	+3%	+$5.65K	0.06%	130
2018 Q3	$240K	Buy	3,615 +11	+0.3%	+$721	0.06%	127
2018 Q2	$225K	Buy	+3,604	New	+$224K	0.06%	132

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

New England Private Wealth Advisors's ITOT Position: Q2 2026 in Review

New England Private Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,293 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: New England Private Wealth Advisors previously reported a position in ITOT as recently as Q4 2019.

New England Private Wealth Advisors first reported a position in ITOT in Q2 2018 and has held it in 8 quarters since. The position peaked at $272K in Q4 2019. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

New England Private Wealth Advisors held 1,293 shares of iShares Core S&P Total US Stock Market ETF worth $209K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new New England Private Wealth Advisors position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #201 holding.
New England Private Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 8 quarters since.
New England Private Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $272K in Q4 2019.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.