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

Northstar Financial Companies’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	$1.51M	Buy	9,198 +6	+0.1%	+$952	1.02%	28
2026 Q1	$1.31M	Hold	9,192	–	–	1.04%	27
2025 Q4	$1.37M	Sell	9,192 -3,441	-27%	-$508K	1.09%	25
2025 Q3	$1.84M	Sell	12,633 -825	-6%	-$116K	1.7%	13
2025 Q2	$1.82M	Buy	+13,458	New	+$1.68M	1.89%	10

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

Northstar Financial Companies's ITOT Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, buying an estimated $952 and bringing the position to 9,198 shares worth $1.51M. The position accounts for 1.02% of the portfolio, ranked #28.

Northstar Financial Companies first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Northstar Financial Companies held 9,198 shares of iShares Core S&P Total US Stock Market ETF worth $1.51M as of Q2 2026.
Northstar Financial Companies bought 6 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $952.
iShares Core S&P Total US Stock Market ETF made up 1.02% of Northstar Financial Companies's portfolio in Q2 2026, its #28 holding.
Northstar Financial Companies first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
Northstar Financial Companies's iShares Core S&P Total US Stock Market ETF position peaked at $1.84M in Q3 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 Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.