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

Newbridge Financial Services 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
2026
Q2 		$85.1K Sell
518
-19
-4% -$3.02K 0.01% 366
2026
Q1 		$76.5K Buy
537
+10
+2% +$1.49K 0.01% 352
2025
Q4 		$78.4K Buy
527
+27
+5% +$3.98K 0.01% 349
2025
Q3 		$72.8K Buy
500
+12
+2% +$1.68K 0.01% 445
2025
Q2 		$66K Buy
488
+50
+11% +$6.24K 0.01% 454
2025
Q1 		$53.4K Buy
438
+2
+0.5% +$258 0.01% 358
2024
Q4 		$56.1K Buy
+436
New +$56.5K 0.01% 380
2024
Q3 		– Sell
-502
Closed -$59.6K – 866
2024
Q2 		$59.6K Buy
502
+1
+0.2% +$115 0.02% 345
2024
Q1 		$57.7K Buy
501
+2
+0.4% +$219 0.03% 370
2023
Q4 		$52.5K Buy
499
+4
+0.8% +$392 0.03% 377
2023
Q3 		$46.6K Hold
495
– – 0.02% 426
2023
Q2 		$48.4K Buy
495
+351
+244% +$32.5K 0.02% 466
2023
Q1 		$13.1K Sell
144
-70
-33% -$6.21K 0.01% 857
2022
Q4 		$18.1K Buy
214
+144
+206% +$12.3K 0.01% 749
2022
Q3 		$6K Buy
70
+1
+1% +$88 ﹤0.01% 1004
2022
Q2 		$6K Sell
69
-52
-43% -$4.74K ﹤0.01% 976
2022
Q1 		$12K Buy
121
+1
+0.8% +$100 0.01% 888
2021
Q4 		$13K Sell
120
-21
-15% -$2.19K 0.01% 853
2021
Q3 		$14K Buy
141
+21
+18% +$2.12K 0.01% 771
2021
Q2 		$12K Buy
120
+1
+0.8% +$96 0.01% 936
2021
Q1 		$11K Hold
119
– – 0.01% 872
2020
Q4 		$10K Sell
119
-299
-72% -$24.2K 0.01% 726
2020
Q3 		$32K Buy
+418
New +$31.2K 0.03% 390

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

Newbridge Financial Services Group's ITOT Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.5% in Q2 2026, selling an estimated $3.02K and leaving 518 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #366.

Newbridge Financial Services Group first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Newbridge Financial Services Group held 518 shares of iShares Core S&P Total US Stock Market ETF worth $85.1K as of Q2 2026.
  • Newbridge Financial Services Group sold 19 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.02K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #366 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 23 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 Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.