Halbert Hargrove Global Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Halbert Hargrove Global Advisors’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	$396K	Hold	2,412	–	–	0.02%	77
2026 Q1	$344K	Hold	2,412	–	–	0.02%	75
2025 Q4	$359K	Buy	2,412 +755	+46%	+$111K	0.02%	75
2025 Q3	$241K	Buy	1,657 +75	+5%	+$10.5K	0.01%	92
2025 Q2	$214K	Sell	1,582 -33	-2%	-$4.12K	0.01%	82
2025 Q1	$197K	Hold	1,615	–	–	0.01%	86
2024 Q4	$208K	Buy	+1,615	New	+$209K	0.01%	86
2023 Q3	–	Sell	-2,551	Closed	-$250K	–	100
2023 Q2	$250K	Buy	+2,551	New	+$236K	0.02%	80

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

Halbert Hargrove Global Advisors's ITOT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,412 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #77.

Halbert Hargrove Global Advisors first reported a position in ITOT in Q2 2023 and has held it in 8 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Halbert Hargrove Global Advisors held 2,412 shares of iShares Core S&P Total US Stock Market ETF worth $396K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #77 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 8 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 Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.