NLP
ITOT icon

Next Level Private’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Next Level Private’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 		$727K Buy
4,423
+12
+0.3% +$1.91K 0.14% 97
2026
Q1 		$628K Buy
4,411
+10
+0.2% +$1.49K 0.14% 94
2025
Q4 		$654K Sell
4,401
-336
-7% -$49.6K 0.17% 89
2025
Q3 		$696K Buy
4,737
+13
+0.3% +$1.82K 0.2% 82
2025
Q2 		$638K Buy
4,724
+14
+0.3% +$1.75K 0.21% 74
2025
Q1 		$575K Buy
4,710
+121
+3% +$15.6K 0.21% 80
2024
Q4 		$590K Buy
4,589
+17
+0.4% +$2.2K 0.24% 71
2024
Q3 		$574K Buy
+4,572
New +$554K 0.24% 76

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Next Level Private's ITOT Position: Q2 2026 in Review

Next Level Private increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.27% in Q2 2026, buying an estimated $1.91K and bringing the position to 4,423 shares worth $727K. The position accounts for 0.14% of the portfolio, ranked #97.

Next Level Private first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Next Level Private held 4,423 shares of iShares Core S&P Total US Stock Market ETF worth $727K as of Q2 2026.
  • Next Level Private bought 12 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.91K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Next Level Private's portfolio in Q2 2026, its #97 holding.
  • Next Level Private first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.