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 Q3	$2.82M	Buy	16,930 +88	+0.5%	+$14.6K	0.16%	23
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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

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

Hamilton Capital's ITOT Position: Q3 2026 in Review

Hamilton Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.52% in Q3 2026, buying an estimated $14.6K and bringing the position to 16,930 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #23.

Hamilton Capital first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Hamilton Capital held 16,930 shares of iShares Core S&P Total US Stock Market ETF worth $2.82M as of Q3 2026.
Hamilton Capital bought 88 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $14.6K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Hamilton Capital's portfolio in Q3 2026, its #23 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 27 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 Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.