Northeast Financial Consultants’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Northeast Financial Consultants's ITOT Position: Q2 2025 in Review

Northeast Financial Consultants increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q2 2025, buying an estimated $2.87K and bringing the position to 166,245 shares worth $22.4M. The position accounts for 0.92% of the portfolio, ranked #24.

Northeast Financial Consultants first reported a position in ITOT in Q3 2023 and has held it in 8 quarters since. The position peaked at $28.5M in Q4 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

• Northeast Financial Consultants held 166,245 shares of iShares Core S&P Total US Stock Market ETF worth $22.4M as of Q2 2025.
• Northeast Financial Consultants bought 23 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $2.87K.
• iShares Core S&P Total US Stock Market ETF made up 0.92% of Northeast Financial Consultants's portfolio in Q2 2025, its #24 holding.
• Northeast Financial Consultants first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 8 quarters since.
• Northeast Financial Consultants's iShares Core S&P Total US Stock Market ETF position peaked at $28.5M 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 Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.