NWF Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

NWF Advisory Services’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 Q1	$15.9M	Buy	111,291 +1,888	+2%	+$281K	1.79%	11
2025 Q4	$16.3M	Sell	109,403 -1,700	-2%	-$251K	1.8%	13
2025 Q3	$16.2M	Buy	111,103 +1,688	+2%	+$237K	1.78%	13
2025 Q2	$14.8M	Sell	109,415 -134	-0.1%	-$16.7K	1.76%	10
2025 Q1	$13.4M	Buy	109,549 +4,040	+4%	+$521K	1.88%	11
2024 Q4	$13.6M	Sell	105,509 -1,527	-1%	-$198K	1.99%	11
2024 Q3	$13.4M	Buy	107,036 +6,256	+6%	+$757K	1.95%	8
2024 Q2	$12M	Buy	100,780 +6,823	+7%	+$783K	1.9%	12
2024 Q1	$10.8M	Buy	93,957 +6,925	+8%	+$759K	1.81%	12
2023 Q4	$9.16M	Buy	87,032 +7,378	+9%	+$723K	1.82%	13
2023 Q3	$7.5M	Buy	79,654 +6,953	+10%	+$683K	1.77%	14
2023 Q2	$7.11M	Hold	72,701	–	–	1.65%	14
2023 Q1	$7.11M	Buy	+72,701	New	+$6.45M	1.65%	14

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

NWF Advisory Services's ITOT Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, buying an estimated $281K and bringing the position to 111,291 shares worth $15.9M. The position accounts for 1.79% of the portfolio, ranked #11.

NWF Advisory Services first reported a position in ITOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.3M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

NWF Advisory Services held 111,291 shares of iShares Core S&P Total US Stock Market ETF worth $15.9M as of Q1 2026.
NWF Advisory Services bought 1,888 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $281K.
iShares Core S&P Total US Stock Market ETF made up 1.79% of NWF Advisory Services's portfolio in Q1 2026, its #11 holding.
NWF Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $16.3M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.