North Star Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

North Star Investment Management’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	$299K	Buy	2,098 +1,100	+110%	+$164K	0.02%	445
2025 Q4	$148K	Hold	998	–	–	0.01%	488
2025 Q3	$145K	Hold	998	–	–	0.01%	472
2025 Q2	$135K	Buy	998 +1	+0.1%	+$125	0.01%	482
2025 Q1	$122K	Hold	997	–	–	0.01%	483
2024 Q4	$128K	Hold	997	–	–	0.01%	472
2024 Q3	$125K	Buy	997 +164	+20%	+$19.9K	0.01%	467
2024 Q2	$99K	Sell	833 -4,100	-83%	-$471K	0.01%	499
2024 Q1	$569K	Buy	4,933 +4,100	+492%	+$450K	0.04%	313
2023 Q4	$87.6K	Buy	833 +103	+14%	+$10.1K	0.01%	512
2023 Q3	$68.8K	Hold	730	–	–	0.01%	544
2023 Q2	$71.4K	Hold	730	–	–	0.01%	554
2023 Q1	$66.1K	Hold	730	–	–	0.01%	583
2022 Q4	$61.9K	Hold	730	–	–	0.01%	564
2022 Q3	$58K	Hold	730	–	–	0.01%	517
2022 Q2	$61K	Hold	730	–	–	0.01%	519
2022 Q1	$74K	Sell	730 -3,000	-80%	-$299K	0.01%	509
2021 Q4	$399K	Buy	3,730 +3,480	+1,392%	+$364K	0.03%	328
2021 Q3	$25K	Buy	+250	New	+$25.3K	﹤0.01%	706

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

North Star Investment Management's ITOT Position: Q1 2026 in Review

North Star Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 110% in Q1 2026, buying an estimated $164K and bringing the position to 2,098 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #445.

North Star Investment Management first reported a position in ITOT in Q3 2021 and has held it in 19 quarters since. The position peaked at $569K in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

North Star Investment Management held 2,098 shares of iShares Core S&P Total US Stock Market ETF worth $299K as of Q1 2026.
North Star Investment Management bought 1,100 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $164K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of North Star Investment Management's portfolio in Q1 2026, its #445 holding.
North Star Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
North Star Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $569K in Q1 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.