Hardy Reed’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hardy Reed’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	$7.97M	Buy	55,978 +1,120	+2%	+$167K	0.58%	27
2025 Q4	$8.16M	Sell	54,858 -138	-0.3%	-$20.4K	0.58%	28
2025 Q3	$8.01M	Sell	54,996 -9	-0%	-$1.26K	0.59%	25
2025 Q2	$7.43M	Sell	55,005 -424	-0.8%	-$52.9K	0.6%	24
2025 Q1	$6.76M	Sell	55,429 -51	-0.1%	-$6.57K	0.6%	22
2024 Q4	$7.14M	Sell	55,480 -2,699	-5%	-$349K	0.63%	23
2024 Q3	$7.31M	Sell	58,179 -85	-0.1%	-$10.3K	0.65%	22
2024 Q2	$6.92M	Buy	58,264 +2,200	+4%	+$252K	0.7%	20
2024 Q1	$6.46M	Sell	56,064 -205	-0.4%	-$22.5K	0.8%	18
2023 Q4	$5.92M	Sell	56,269 -136	-0.2%	-$13.3K	0.8%	19
2023 Q3	$5.31M	Buy	56,405 +105	+0.2%	+$10.3K	0.96%	12
2023 Q2	$5.51M	Hold	56,300	–	–	0.97%	13
2023 Q1	$5.1M	Buy	56,300 +2,681	+5%	+$238K	0.9%	14
2022 Q4	$4.55M	Buy	53,619 +36,114	+206%	+$3.08M	0.86%	17
2022 Q3	$1.39M	Buy	17,505 +1,062	+6%	+$93.9K	0.31%	24
2022 Q2	$1.38M	Buy	+16,443	New	+$1.5M	0.3%	25

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hardy Reed's ITOT Position: Q1 2026 in Review

Hardy Reed increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q1 2026, buying an estimated $167K and bringing the position to 55,978 shares worth $7.97M. The position accounts for 0.58% of the portfolio, ranked #27.

Hardy Reed first reported a position in ITOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.16M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Hardy Reed held 55,978 shares of iShares Core S&P Total US Stock Market ETF worth $7.97M as of Q1 2026.
Hardy Reed bought 1,120 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $167K.
iShares Core S&P Total US Stock Market ETF made up 0.58% of Hardy Reed's portfolio in Q1 2026, its #27 holding.
Hardy Reed first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
Hardy Reed's iShares Core S&P Total US Stock Market ETF position peaked at $8.16M in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.