NFP Retirement Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

NFP Retirement Inc’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 Q1	$17.8M	Buy	124,712 +1,522	+1%	+$226K	1.07%	23
2025 Q4	$18.3M	Sell	123,190 -1,115	-0.9%	-$165K	1.11%	18
2025 Q3	$18.1M	Sell	124,305 -591	-0.5%	-$82.9K	1.16%	18
2025 Q2	$16.9M	Sell	124,896 -50	-0%	-$6.24K	1.11%	18
2025 Q1	$15.2M	Buy	124,946 +2,422	+2%	+$312K	1.21%	18
2024 Q4	$15.8M	Sell	122,524 -2,077	-2%	-$269K	1.24%	17
2024 Q3	$15.7M	Buy	124,601 +1,880	+2%	+$228K	1.27%	16
2024 Q2	$14.6M	Sell	122,721 -1,676	-1%	-$192K	1.22%	16
2024 Q1	$14.3M	Buy	+124,397	New	+$13.6M	1.24%	16

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

NFP Retirement Inc's ITOT Position: Q1 2026 in Review

NFP Retirement Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q1 2026, buying an estimated $226K and bringing the position to 124,712 shares worth $17.8M. The position accounts for 1.07% of the portfolio, ranked #23.

NFP Retirement Inc first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.3M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

NFP Retirement Inc held 124,712 shares of iShares Core S&P Total US Stock Market ETF worth $17.8M as of Q1 2026.
NFP Retirement Inc bought 1,522 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $226K.
iShares Core S&P Total US Stock Market ETF made up 1.07% of NFP Retirement Inc's portfolio in Q1 2026, its #23 holding.
NFP Retirement Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
NFP Retirement Inc's iShares Core S&P Total US Stock Market ETF position peaked at $18.3M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.