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Harbour Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Harbour Investments’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
Q1 		$5.73M Buy
40,205
+1,861
+5% +$277K 0.09% 212
2025
Q4 		$5.7M Buy
38,344
+1,521
+4% +$224K 0.12% 165
2025
Q3 		$5.36M Buy
36,823
+22,067
+150% +$3.09M 0.12% 153
2025
Q2 		$1.99M Buy
14,756
+3,679
+33% +$459K 0.05% 332
2025
Q1 		$1.35M Buy
11,077
+37
+0.3% +$4.77K 0.04% 400
2024
Q4 		$1.42M Buy
11,040
+156
+1% +$20.2K 0.04% 383
2024
Q3 		$1.37M Sell
10,884
-86
-0.8% -$10.4K 0.04% 380
2024
Q2 		$1.3M Sell
10,970
-396
-3% -$45.4K 0.04% 355
2024
Q1 		$1.31M Buy
11,366
+576
+5% +$63.2K 0.05% 348
2023
Q4 		$1.14M Sell
10,790
-45
-0.4% -$4.41K 0.05% 335
2023
Q3 		$1.02M Buy
10,835
+862
+9% +$84.7K 0.05% 324
2023
Q2 		$976K Buy
9,973
+1,278
+15% +$118K 0.05% 348
2023
Q1 		$787K Sell
8,695
-7,412
-46% -$658K 0.04% 366
2022
Q4 		$1.37M Sell
16,107
-5,566
-26% -$475K 0.08% 235
2022
Q3 		$1.82M Hold
21,673
– – 0.12% 161
2022
Q2 		$1.82M Buy
+21,673
New +$1.97M 0.12% 161
2021
Q4 		$1.7M Sell
15,861
-28,810
-64% -$3.01M 0.1% 196
2021
Q3 		$4.39M Buy
44,671
+2,365
+6% +$239K 0.14% 135
2021
Q2 		$4.18M Sell
42,306
-1,278
-3% -$123K 0.13% 143
2021
Q1 		$3.99M Buy
+43,584
New +$3.91M 0.14% 139

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Harbour Investments's ITOT Position: Q1 2026 in Review

Harbour Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.9% in Q1 2026, buying an estimated $277K and bringing the position to 40,205 shares worth $5.73M. The position accounts for 0.09% of the portfolio, ranked #212.

Harbour Investments first reported a position in ITOT in Q1 2021 and has held it in 20 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Harbour Investments held 40,205 shares of iShares Core S&P Total US Stock Market ETF worth $5.73M as of Q1 2026.
  • Harbour Investments bought 1,861 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $277K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Harbour Investments's portfolio in Q1 2026, its #212 holding.
  • Harbour Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.