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

Norden 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	$567K	Sell	3,451 -389	-10%	-$61.7K	0.05%	340
2026 Q1	$547K	Sell	3,840 -204	-5%	-$30.3K	0.05%	309
2025 Q4	$601K	Hold	4,044	–	–	0.06%	300
2025 Q3	$589K	Buy	4,044 +346	+9%	+$48.5K	0.06%	303
2025 Q2	$499K	Buy	3,698 +104	+3%	+$13K	0.05%	339
2025 Q1	$439K	Sell	3,594 -391	-10%	-$50.4K	0.05%	336
2024 Q4	$513K	Buy	3,985 +150	+4%	+$19.4K	0.06%	320
2024 Q3	$482K	Buy	3,835 +1,905	+99%	+$231K	0.06%	323
2024 Q2	$229K	Buy	+1,930	New	+$222K	0.05%	363

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

Norden Group's ITOT Position: Q2 2026 in Review

Norden Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q2 2026, selling an estimated $61.7K and leaving 3,451 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #340.

Norden Group first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $601K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Norden Group held 3,451 shares of iShares Core S&P Total US Stock Market ETF worth $567K as of Q2 2026.
Norden Group sold 389 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $61.7K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Norden Group's portfolio in Q2 2026, its #340 holding.
Norden Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Norden Group's iShares Core S&P Total US Stock Market ETF position peaked at $601K in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.