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

NewSquare Capital’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 Q2	–	Sell	-157	Closed	-$19.2K	–	1342
2025 Q1	$19.2K	Hold	157	–	–	﹤0.01%	364
2024 Q4	$20.2K	Hold	157	–	–	﹤0.01%	229
2024 Q3	$19.7K	Hold	157	–	–	﹤0.01%	188
2024 Q2	$18.6K	Hold	157	–	–	﹤0.01%	199
2024 Q1	$18.1K	Hold	157	–	–	﹤0.01%	216
2023 Q4	$16.5K	Hold	157	–	–	﹤0.01%	240
2023 Q3	$14.8K	Hold	157	–	–	﹤0.01%	277
2023 Q2	$15.4K	Hold	157	–	–	﹤0.01%	291
2023 Q1	$14.2K	Hold	157	–	–	﹤0.01%	309
2022 Q4	$13.3K	Buy	+157	New	+$13.4K	﹤0.01%	260

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewSquare Capital's ITOT Position: Q2 2025 in Review

NewSquare Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 157 shares — an estimated $19.2K sold.

NewSquare Capital first reported a position in ITOT in Q4 2022 and held it in 10 quarters. The position peaked at $20.2K in Q4 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

NewSquare Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 157 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $19.2K.
NewSquare Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 10 quarters.
NewSquare Capital's iShares Core S&P Total US Stock Market ETF position peaked at $20.2K in Q4 2024.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.