Northwest Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Northwest Wealth Management’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	$66.3M	Buy	403,829 +26,296	+7%	+$4.17M	8.75%	2
2026 Q1	$53.8M	Buy	377,533 +33,701	+10%	+$5.01M	8.08%	2
2025 Q4	$51.1M	Buy	343,832 +16,710	+5%	+$2.47M	8.04%	2
2025 Q3	$47.6M	Buy	327,122 +12,672	+4%	+$1.78M	7.85%	3
2025 Q2	$42.5M	Sell	314,450 -5,541	-2%	-$691K	7.67%	3
2025 Q1	$39M	Buy	319,991 +26,103	+9%	+$3.36M	7.77%	3
2024 Q4	$37.8M	Buy	293,888 +79,144	+37%	+$10.2M	8.01%	2
2024 Q3	$27M	Buy	214,744 +4,429	+2%	+$536K	6.29%	2
2024 Q2	$25M	Buy	210,315 +48,015	+30%	+$5.51M	6.47%	2
2024 Q1	$18.7M	Buy	162,300 +9,190	+6%	+$1.01M	5.13%	3
2023 Q4	$16.1M	Buy	153,110 +24,394	+19%	+$2.39M	4.85%	3
2023 Q3	$12.1M	Buy	128,716 +8,825	+7%	+$867K	4.36%	4
2023 Q2	$11.7M	Buy	119,891 +15,692	+15%	+$1.45M	4.25%	3
2023 Q1	$9.44M	Buy	104,199 +15,801	+18%	+$1.4M	3.6%	3
2022 Q4	$7.5M	Buy	88,398 +9,450	+12%	+$807K	3.21%	3
2022 Q3	$6.28M	Buy	78,948 +21,871	+38%	+$1.93M	2.77%	4
2022 Q2	$4.78M	Buy	57,077 +33,397	+141%	+$3.04M	2.07%	9
2022 Q1	$2.39M	Buy	23,680 +14,755	+165%	+$1.47M	1.17%	29
2021 Q4	$955K	Buy	8,925 +5,190	+139%	+$542K	0.44%	55
2021 Q3	$367K	Buy	3,735 +872	+30%	+$88.2K	0.18%	92
2021 Q2	$283K	Buy	+2,863	New	+$275K	0.15%	101
2020 Q3	–	Sell	-3,637	Closed	-$253K	–	98
2020 Q2	$253K	Sell	3,637 -77	-2%	-$5.03K	0.22%	84
2020 Q1	$212K	Buy	+3,714	New	+$255K	0.21%	86

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

Northwest Wealth Management's ITOT Position: Q2 2026 in Review

Northwest Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7% in Q2 2026, buying an estimated $4.17M and bringing the position to 403,829 shares worth $66.3M. The position accounts for 8.75% of the portfolio, ranked #2.

Northwest Wealth Management first reported a position in ITOT in Q1 2020 and has held it in 23 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Northwest Wealth Management held 403,829 shares of iShares Core S&P Total US Stock Market ETF worth $66.3M as of Q2 2026.
Northwest Wealth Management bought 26,296 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.17M.
iShares Core S&P Total US Stock Market ETF made up 8.75% of Northwest Wealth Management's portfolio in Q2 2026, its #2 holding.
Northwest Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 23 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.