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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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. 583 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.
  • 583 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.