BHPW
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Box Hill Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Box Hill Private Wealth’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
Q3 		$2.13M Buy
12,833
+186
+1% +$30.9K 1.55% 17
2026
Q2 		$2.08M Buy
12,647
+32
+0.3% +$5.08K 1.67% 17
2026
Q1 		$1.8M Sell
12,615
-57
-0.4% -$8.48K 1.78% 15
2025
Q4 		$1.88M Buy
+12,672
New +$1.87M 1.91% 13

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Box Hill Private Wealth's ITOT Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q3 2026, buying an estimated $30.9K and bringing the position to 12,833 shares worth $2.13M. The position accounts for 1.55% of the portfolio, ranked #17.

Box Hill Private Wealth first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Box Hill Private Wealth held 12,833 shares of iShares Core S&P Total US Stock Market ETF worth $2.13M as of Q3 2026.
  • Box Hill Private Wealth bought 186 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $30.9K.
  • iShares Core S&P Total US Stock Market ETF made up 1.55% of Box Hill Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Box Hill Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.