NRW
ITOT icon

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

Nova R Wealth’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 		$286K Buy
1,742
+1
+0.1% +$159 0.08% 73
2026
Q1 		$248K Sell
1,741
-8
-0.5% -$1.19K 0.08% 79
2025
Q4 		$260K Buy
+1,749
New +$258K 0.09% 79

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Nova R Wealth's ITOT Position: Q2 2026 in Review

Nova R Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q2 2026, buying an estimated $159 and bringing the position to 1,742 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #73.

Nova R Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Nova R Wealth held 1,742 shares of iShares Core S&P Total US Stock Market ETF worth $286K as of Q2 2026.
  • Nova R Wealth bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Nova R Wealth's portfolio in Q2 2026, its #73 holding.
  • Nova R Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.