First Heartland Consultants’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

First Heartland Consultants’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	$7.33M	Sell	44,609 -186	-0.4%	-$29.5K	0.47%	52
2026 Q1	$6.38M	Buy	44,795 +224	+0.5%	+$33.3K	0.49%	52
2025 Q4	$6.63M	Sell	44,571 -869	-2%	-$128K	0.5%	52
2025 Q3	$6.62M	Sell	45,440 -267	-0.6%	-$37.4K	0.53%	47
2025 Q2	$6.17M	Sell	45,707 -438	-0.9%	-$54.7K	0.55%	46
2025 Q1	$5.63M	Buy	46,145 +450	+1%	+$58K	0.58%	47
2024 Q4	$5.88M	Sell	45,695 -3,118	-6%	-$404K	0.6%	43
2024 Q3	$6.13M	Sell	48,813 -2,766	-5%	-$335K	0.66%	36
2024 Q2	$6.13K	Sell	51,579 -958	-2%	-$110K	0.43%	46
2024 Q1	$6.06M	Sell	52,537 -2,187	-4%	-$240K	0.63%	46
2023 Q4	$5.76M	Buy	54,724 +4,032	+8%	+$395K	0.69%	41
2023 Q3	$4.78M	Sell	50,692 -653	-1%	-$64.2K	0.6%	46
2023 Q2	$5.02M	Sell	51,345 -977	-2%	-$90.3K	0.65%	35
2023 Q1	$4.74M	Sell	52,322 -8,138	-13%	-$723K	0.71%	30
2022 Q4	$5.13M	Sell	60,460 -2,309	-4%	-$197K	0.83%	28
2022 Q3	$4.99K	Buy	62,769 +121	+0.2%	+$10.7K	0.43%	31
2022 Q2	$5.25M	Buy	62,648 +942	+2%	+$85.8K	0.82%	29
2022 Q1	$6.23M	Sell	61,706 -2,165	-3%	-$216K	0.96%	23
2021 Q4	$6.83K	Buy	63,871 +410	+0.6%	+$42.9K	0.26%	28
2021 Q3	$6.24M	Buy	63,461 +2,071	+3%	+$209K	0.95%	21
2021 Q2	$6.06M	Buy	61,390 +6,830	+13%	+$657K	0.92%	23
2021 Q1	$5M	Buy	54,560 +3,751	+7%	+$336K	0.79%	34
2020 Q4	$4.38M	Buy	50,809 +3,131	+7%	+$254K	0.73%	35
2020 Q3	$3.6M	Buy	+47,678	New	+$3.56M	0.68%	39
2020 Q2	–	Sell	-49,668	Closed	-$2.84M	–	292
2020 Q1	$2.84M	Buy	49,668 +1,349	+3%	+$92.6K	0.73%	38
2019 Q4	$3.51M	Buy	48,319 +5,974	+14%	+$416K	0.69%	40
2019 Q3	$2.84M	Buy	42,345 +4,905	+13%	+$329K	0.61%	46
2019 Q2	$2.5M	Buy	37,440 +12,394	+49%	+$812K	0.6%	43
2019 Q1	$1.61M	Buy	25,046 +797	+3%	+$49.4K	0.45%	56
2018 Q4	$1.38M	Buy	24,249 +36	+0.1%	+$2.21K	0.51%	53
2018 Q3	$1.61M	Buy	24,213 +4,302	+22%	+$282K	0.5%	55
2018 Q2	$1.25M	Buy	19,911 +1,565	+9%	+$97.2K	0.44%	64
2018 Q1	$1.11M	Buy	18,346 +2,670	+17%	+$167K	0.33%	81
2017 Q4	$958K	Buy	15,676 +1,596	+11%	+$95.1K	0.29%	89
2017 Q3	$811K	Buy	14,080 +460	+3%	+$25.9K	0.2%	149
2017 Q2	$755K	Buy	13,620 +2,263	+20%	+$124K	0.2%	144
2017 Q1	$614K	Sell	11,357 -169	-1%	-$9.01K	0.17%	163
2016 Q4	$591K	Buy	11,526 +1,147	+11%	+$57.4K	0.18%	153
2016 Q3	$514K	Buy	10,379 +915	+10%	+$45.2K	0.15%	169
2016 Q2	$451	Buy	9,464 +2,222	+31%	+$105K	0.05%	169
2016 Q1	$338K	Buy	+7,242	New	+$320K	0.13%	183
2013 Q3	–	Sell	-2,420	Closed	-$89K	–	292
2013 Q2	$89K	Buy	+2,420	New	+$88.9K	0.05%	242

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

First Heartland Consultants's ITOT Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.42% in Q2 2026, selling an estimated $29.5K and leaving 44,609 shares worth $7.33M. The position accounts for 0.47% of the portfolio, ranked #52.

First Heartland Consultants first reported a position in ITOT in Q2 2013 and has held it in 42 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

First Heartland Consultants held 44,609 shares of iShares Core S&P Total US Stock Market ETF worth $7.33M as of Q2 2026.
First Heartland Consultants sold 186 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $29.5K.
iShares Core S&P Total US Stock Market ETF made up 0.47% of First Heartland Consultants's portfolio in Q2 2026, its #52 holding.
First Heartland Consultants first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 42 quarters since.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.