True North Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

True North Advisors’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	$999K	Buy	6,080 +395	+7%	+$62.7K	0.1%	116
2026 Q1	$810K	Buy	5,685 +11	+0.2%	+$1.64K	0.09%	122
2025 Q4	$844K	Buy	5,674 +1	+0%	+$148	0.11%	122
2025 Q3	$826K	Sell	5,673 -173	-3%	-$24.3K	0.13%	94
2025 Q2	$789K	Buy	5,846 +1	+0%	+$125	0.15%	109
2025 Q1	$713K	Buy	5,845 +73	+1%	+$9.41K	0.13%	112
2024 Q4	$742K	Buy	5,772 +187	+3%	+$24.2K	0.18%	76
2024 Q3	$702K	Buy	5,585 +451	+9%	+$54.6K	0.18%	81
2024 Q2	$610K	Hold	5,134	–	–	0.16%	96
2024 Q1	$592K	Sell	5,134 -7	-0.1%	-$768	0.16%	99
2023 Q4	$541K	Hold	5,141	–	–	0.14%	99
2023 Q3	$484K	Hold	5,141	–	–	0.15%	114
2023 Q2	$503K	Hold	5,141	–	–	0.14%	122
2023 Q1	$466K	Hold	5,141	–	–	0.14%	130
2022 Q4	$436K	Buy	5,141 +1	+0%	+$85	0.15%	112
2022 Q3	$408K	Hold	5,140	–	–	0.13%	126
2022 Q2	$430K	Hold	5,140	–	–	0.13%	130
2022 Q1	$518K	Hold	5,140	–	–	0.14%	125
2021 Q4	$549K	Sell	5,140 -7	-0.1%	-$732	0.09%	150
2021 Q3	$506K	Buy	5,147 +47	+0.9%	+$4.75K	0.1%	149
2021 Q2	$503K	Hold	5,100	–	–	0.1%	147
2021 Q1	$467K	Sell	5,100 -555	-10%	-$49.8K	0.11%	135
2020 Q4	$487K	Hold	5,655	–	–	0.13%	124
2020 Q3	$426K	Buy	5,655 +555	+11%	+$41.4K	0.12%	127
2020 Q2	$354K	Buy	+5,100	New	+$333K	0.09%	141

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

True North Advisors's ITOT Position: Q2 2026 in Review

True North Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.9% in Q2 2026, buying an estimated $62.7K and bringing the position to 6,080 shares worth $999K. The position accounts for 0.1% of the portfolio, ranked #116.

True North Advisors first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

True North Advisors held 6,080 shares of iShares Core S&P Total US Stock Market ETF worth $999K as of Q2 2026.
True North Advisors bought 395 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $62.7K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of True North Advisors's portfolio in Q2 2026, its #116 holding.
True North Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 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 True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.