NovaPoint Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

NovaPoint Capital’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	$422K	Buy	+2,568	New	+$408K	0.09%	111
2025 Q4	–	Sell	-2,327	Closed	-$339K	–	109
2025 Q3	$339K	Buy	+2,327	New	+$326K	0.08%	114
2025 Q2	–	Sell	-2,327	Closed	-$284K	–	103
2025 Q1	$284K	Hold	2,327	–	–	0.09%	117
2024 Q4	$299K	Hold	2,327	–	–	0.09%	111
2024 Q3	$292K	Hold	2,327	–	–	0.09%	110
2024 Q2	$276K	Hold	2,327	–	–	0.09%	114
2024 Q1	$268K	Hold	2,327	–	–	0.09%	114
2023 Q4	$245K	Hold	2,327	–	–	0.09%	116
2023 Q3	$219K	Sell	2,327 -199	-8%	-$19.6K	0.09%	125
2023 Q2	$247K	Buy	2,526 +6	+0.2%	+$555	0.09%	117
2023 Q1	$228K	Buy	+2,520	New	+$224K	0.09%	115
2022 Q2	–	Sell	-2,289	Closed	-$231K	–	134
2022 Q1	$231K	Hold	2,289	–	–	0.08%	127
2021 Q4	$245K	Hold	2,289	–	–	0.09%	121
2021 Q3	$225K	Hold	2,289	–	–	0.09%	121
2021 Q2	$226K	Hold	2,289	–	–	0.09%	111
2021 Q1	$210K	Buy	+2,289	New	+$205K	0.1%	110
2020 Q3	–	Sell	-4,424	Closed	-$307K	–	103
2020 Q2	$307K	Hold	4,424	–	–	0.23%	68
2020 Q1	$253K	Hold	4,424	–	–	0.23%	71
2019 Q4	$322K	Buy	+4,424	New	+$308K	0.25%	81

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

NovaPoint Capital's ITOT Position: Q2 2026 in Review

NovaPoint Capital opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 2,568 shares worth $422K. The stake represents 0.09% of the portfolio and ranks #111 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in ITOT as recently as Q3 2025.

NovaPoint Capital first reported a position in ITOT in Q4 2019 and has held it in 19 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

NovaPoint Capital held 2,568 shares of iShares Core S&P Total US Stock Market ETF worth $422K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new NovaPoint Capital position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.09% of NovaPoint Capital's portfolio in Q2 2026, its #111 holding.
NovaPoint Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 19 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.