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PW Nova Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

PW Nova Financial 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
Q2 		$646K Hold
3,933
– – 0.14% 123
2026
Q1 		$560K Sell
3,933
-947
-19% -$141K 0.14% 122
2025
Q4 		$728K Buy
+4,880
New +$720K 0.28% 65

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

PW Nova Financial Services's ITOT Position: Q2 2026 in Review

PW Nova Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,933 shares worth $646K. The position accounts for 0.14% of the portfolio, ranked #123.

PW Nova Financial Services first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $728K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • PW Nova Financial Services held 3,933 shares of iShares Core S&P Total US Stock Market ETF worth $646K as of Q2 2026.
  • PW Nova Financial Services 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 0.14% of PW Nova Financial Services's portfolio in Q2 2026, its #123 holding.
  • PW Nova Financial Services 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.
  • PW Nova Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $728K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.