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Harbor Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Harbor Investment Advisory’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 		$818K Sell
4,978
-450
-8% -$71.4K 0.06% 238
2026
Q1 		$773K Sell
5,428
-825
-13% -$123K 0.06% 229
2025
Q4 		$930K Buy
6,253
+124
+2% +$18.3K 0.07% 203
2025
Q3 		$893K Buy
6,129
+84
+1% +$11.8K 0.07% 200
2025
Q2 		$816K Buy
6,045
+93
+2% +$11.6K 0.07% 199
2025
Q1 		$726K Buy
5,952
+61
+1% +$7.86K 0.07% 195
2024
Q4 		$758K Sell
5,891
-71
-1% -$9.19K 0.07% 184
2024
Q3 		$749K Buy
5,962
+155
+3% +$18.8K 0.07% 193
2024
Q2 		$690K Buy
5,807
+316
+6% +$36.3K 0.07% 191
2024
Q1 		$633K Sell
5,491
-48
-0.9% -$5.26K 0.07% 205
2023
Q4 		$583K Buy
5,539
+364
+7% +$35.7K 0.07% 199
2023
Q3 		$487K Buy
5,175
+35
+0.7% +$3.44K 0.06% 210
2023
Q2 		$503K Buy
5,140
+97
+2% +$8.97K 0.07% 219
2023
Q1 		$457K Buy
5,043
+190
+4% +$16.9K 0.07% 221
2022
Q4 		$412K Sell
4,853
-1,852
-28% -$158K 0.06% 230
2022
Q3 		$533K Buy
6,705
+9
+0.1% +$796 0.09% 189
2022
Q2 		$561K Buy
6,696
+1,939
+41% +$177K 0.09% 184
2022
Q1 		$480K Buy
4,757
+321
+7% +$32K 0.06% 226
2021
Q4 		$475K Sell
4,436
-3
-0.1% -$314 0.06% 231
2021
Q3 		$437K Buy
4,439
+403
+10% +$40.7K 0.06% 244
2021
Q2 		$399K Buy
4,036
+134
+3% +$12.9K 0.05% 256
2021
Q1 		$357K Sell
3,902
-72
-2% -$6.46K 0.05% 251
2020
Q4 		$343K Buy
3,974
+2
+0.1% +$162 0.05% 232
2020
Q3 		$300K Buy
3,972
+151
+4% +$11.3K 0.06% 220
2020
Q2 		$265K Buy
3,821
+257
+7% +$16.8K 0.06% 226
2020
Q1 		$204K Buy
3,564
+61
+2% +$4.19K 0.05% 230
2019
Q4 		$255K Buy
+3,503
New +$244K 0.06% 224

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Harbor Investment Advisory's ITOT Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q2 2026, selling an estimated $71.4K and leaving 4,978 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #238.

Harbor Investment Advisory first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $930K in Q4 2025. 665 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Harbor Investment Advisory held 4,978 shares of iShares Core S&P Total US Stock Market ETF worth $818K as of Q2 2026.
  • Harbor Investment Advisory sold 450 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $71.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Harbor Investment Advisory's portfolio in Q2 2026, its #238 holding.
  • Harbor Investment Advisory 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.
  • Harbor Investment Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $930K in Q4 2025.
  • 665 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.