Hamilton Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hamilton Capital’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	$2.77M	Sell	16,842 -193	-1%	-$30.6K	0.14%	26
2026 Q1	$2.43M	Buy	17,035 +200	+1%	+$29.7K	0.13%	25
2025 Q4	$2.5M	Buy	+16,835	New	+$2.48M	0.13%	23
2025 Q2	$2.27M	Hold	16,835	–	–	0.12%	21
2025 Q1	$2.05M	Hold	16,835	–	–	0.12%	21
2024 Q4	$2.17M	Hold	16,835	–	–	0.16%	18
2024 Q3	$2.1M	Hold	16,835	–	–	0.16%	19
2024 Q2	$2M	Hold	16,835	–	–	0.15%	17
2024 Q1	$1.94M	Hold	16,835	–	–	0.15%	18
2023 Q4	$1.77M	Hold	16,835	–	–	0.14%	20
2023 Q3	$1.59M	Hold	16,835	–	–	0.12%	18
2023 Q2	$1.65M	Hold	16,835	–	–	0.11%	19
2023 Q1	$1.52M	Hold	16,835	–	–	0.1%	22
2022 Q4	$1.43M	Hold	16,835	–	–	0.09%	25
2022 Q3	$1.34M	Hold	16,835	–	–	0.09%	22
2022 Q2	$1.41M	Hold	16,835	–	–	0.09%	20
2022 Q1	$1.7M	Hold	16,835	–	–	0.11%	19
2021 Q4	$1.8M	Sell	16,835 -800	-5%	-$83.6K	0.14%	16
2021 Q3	$1.74M	Hold	17,635	–	–	0.15%	15
2021 Q2	$1.74M	Hold	17,635	–	–	0.17%	14
2021 Q1	$1.61M	Hold	17,635	–	–	0.17%	13
2020 Q4	$1.52M	Hold	17,635	–	–	0.26%	12
2020 Q3	$1.33M	Hold	17,635	–	–	0.51%	11
2020 Q2	$1.23M	Hold	17,635	–	–	0.46%	11
2020 Q1	$1.01M	Buy	17,635 +11,695	+197%	+$803K	0.37%	9
2019 Q4	$432K	Buy	+5,940	New	+$413K	0.19%	24

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

Hamilton Capital's ITOT Position: Q2 2026 in Review

Hamilton Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $30.6K and leaving 16,842 shares worth $2.77M. The position accounts for 0.14% of the portfolio, ranked #26.

Hamilton Capital first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Hamilton Capital held 16,842 shares of iShares Core S&P Total US Stock Market ETF worth $2.77M as of Q2 2026.
Hamilton Capital sold 193 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $30.6K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Hamilton Capital's portfolio in Q2 2026, its #26 holding.
Hamilton Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 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 Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.