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

Northstar Advisory 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	$742K	Buy	+4,516	New	+$717K	0.23%	68

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Northstar Advisory Group's ITOT Position: Q2 2026 in Review

Northstar Advisory Group opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 4,516 shares worth $742K. The stake represents 0.23% of the portfolio and ranks #68 among its holdings.

913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Northstar Advisory Group held 4,516 shares of iShares Core S&P Total US Stock Market ETF worth $742K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Northstar Advisory Group position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Northstar Advisory Group's portfolio in Q2 2026, its #68 holding.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.