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

TruNorth Capital Management’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	$26M	Buy	158,382 +9,483	+6%	+$1.51M	4.18%	8
2026 Q1	$21.2M	Sell	148,899 -182	-0.1%	-$27.1K	4.07%	8
2025 Q4	$22.2M	Sell	149,081 -3,354	-2%	-$495K	4.21%	8
2025 Q3	$22.2M	Sell	152,435 -821	-0.5%	-$115K	4.39%	7
2025 Q2	$20.7M	Buy	153,256 +21,701	+16%	+$2.71M	4.6%	7
2025 Q1	$16.1M	Buy	131,555 +637	+0.5%	+$82.1K	3.99%	8
2024 Q4	$16.8M	Sell	130,918 -1,578	-1%	-$204K	4.6%	7
2024 Q3	$16.6M	Sell	132,496 -800	-0.6%	-$96.9K	4.93%	5
2024 Q2	$15.8M	Sell	133,296 -3,210	-2%	-$368K	5.14%	5
2024 Q1	$15.7M	Buy	+136,506	New	+$15M	5.42%	5

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

TruNorth Capital Management's ITOT Position: Q2 2026 in Review

TruNorth Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.4% in Q2 2026, buying an estimated $1.51M and bringing the position to 158,382 shares worth $26M. The position accounts for 4.18% of the portfolio, ranked #8.

TruNorth Capital Management first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,718 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

TruNorth Capital Management held 158,382 shares of iShares Core S&P Total US Stock Market ETF worth $26M as of Q2 2026.
TruNorth Capital Management bought 9,483 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.51M.
iShares Core S&P Total US Stock Market ETF made up 4.18% of TruNorth Capital Management's portfolio in Q2 2026, its #8 holding.
TruNorth Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.