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

Northstar 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 		$425K Hold
2,588
– – 0.05% 120
2026
Q1 		$369K Buy
2,588
+68
+3% +$10.1K 0.05% 124
2025
Q4 		$375K Buy
2,520
+815
+48% +$120K 0.05% 118
2025
Q3 		$248K Hold
1,705
– – 0.04% 139
2025
Q2 		$230K Buy
+1,705
New +$213K 0.04% 140

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
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

Northstar Group's ITOT Position: Q2 2026 in Review

Northstar Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,588 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #120.

Northstar Group first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 964 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Northstar Group held 2,588 shares of iShares Core S&P Total US Stock Market ETF worth $425K as of Q2 2026.
  • Northstar Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Northstar Group's portfolio in Q2 2026, its #120 holding.
  • Northstar Group 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.
  • 964 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.