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NorthRock Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

NorthRock Partners’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 		$1.61M Buy
11,277
+1,996
+22% +$297K 0.03% 230
2025
Q4 		$1.38M Buy
9,281
+928
+11% +$137K 0.02% 237
2025
Q3 		$1.22M Buy
8,353
+2,399
+40% +$336K 0.02% 304
2025
Q2 		$804K Buy
5,954
+426
+8% +$53.2K 0.02% 295
2025
Q1 		$675K Buy
5,528
+1,112
+25% +$143K 0.02% 283
2024
Q4 		$568K Buy
4,416
+1,964
+80% +$254K 0.02% 326
2024
Q3 		$308K Hold
2,452
– – 0.01% 493
2024
Q2 		$291K Sell
2,452
-558
-19% -$64K 0.01% 482
2024
Q1 		$347K Buy
3,010
+1,714
+132% +$188K 0.01% 444
2023
Q4 		$136K Buy
+1,296
New +$127K 0.01% 572
2021
Q1 		– Sell
-2,331
Closed -$201K – 241
2020
Q4 		$201K Sell
2,331
-755
-24% -$61.2K 0.02% 214
2020
Q3 		$233K Sell
3,086
-3,913
-56% -$292K 0.03% 193
2020
Q2 		$486K Sell
6,999
-12,478
-64% -$816K 0.06% 119
2020
Q1 		$1.11M Sell
19,477
-27,077
-58% -$1.86M 0.16% 71
2019
Q4 		$3.38M Sell
46,554
-89,965
-66% -$6.26M 0.36% 49
2019
Q3 		$9.16M Buy
+136,519
New +$9.15M 1.25% 25

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

NorthRock Partners's ITOT Position: Q1 2026 in Review

NorthRock Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 22% in Q1 2026, buying an estimated $297K and bringing the position to 11,277 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #230.

NorthRock Partners first reported a position in ITOT in Q3 2019 and has held it in 16 quarters since. The position peaked at $9.16M in Q3 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • NorthRock Partners held 11,277 shares of iShares Core S&P Total US Stock Market ETF worth $1.61M as of Q1 2026.
  • NorthRock Partners bought 1,996 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $297K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of NorthRock Partners's portfolio in Q1 2026, its #230 holding.
  • NorthRock Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 16 quarters since.
  • NorthRock Partners's iShares Core S&P Total US Stock Market ETF position peaked at $9.16M in Q3 2019.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.