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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Box Hill Private Wealth's ITOT Position: Q2 2026 in Review

Box Hill Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.25% in Q2 2026, buying an estimated $5.08K and bringing the position to 12,647 shares worth $2.08M. The position accounts for 1.67% of the portfolio, ranked #17.

Box Hill Private Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Box Hill Private Wealth held 12,647 shares of iShares Core S&P Total US Stock Market ETF worth $2.08M as of Q2 2026.
  • Box Hill Private Wealth bought 32 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.08K.
  • iShares Core S&P Total US Stock Market ETF made up 1.67% of Box Hill Private Wealth's portfolio in Q2 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 3 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 Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.