HWM
ITOT icon

Hassell Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hassell Wealth Management’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 		$6.91M Buy
42,227
+77
+0.2% +$12.2K 2.12% 12
2026
Q1 		$6M Buy
42,150
+116
+0.3% +$17.2K 2.01% 12
2025
Q4 		$6.37M Buy
42,034
+268
+0.6% +$39.6K 2.13% 12
2025
Q3 		$6.08M Buy
41,766
+278
+0.7% +$39K 2.11% 12
2025
Q2 		$5.76M Buy
41,488
+540
+1% +$67.4K 2.1% 12
2025
Q1 		$4.8M Sell
40,948
-11,525
-22% -$1.49M 2.05% 12
2024
Q4 		$6.98M Buy
52,473
+681
+1% +$88.2K 2.81% 11
2024
Q3 		$6.46M Buy
51,792
+608
+1% +$73.6K 2.71% 12
2024
Q2 		$6.1M Buy
51,184
+621
+1% +$71.3K 2.73% 12
2024
Q1 		$5.62M Buy
50,563
+261
+0.5% +$28.6K 3.56% 9
2023
Q4 		$5.44M Buy
50,302
+1,277
+3% +$125K 3.65% 9
2023
Q3 		$4.48M Buy
49,025
+796
+2% +$78.2K 3.26% 11
2023
Q2 		$4.81M Buy
48,229
+1,661
+4% +$154K 3.3% 11
2023
Q1 		$4.16M Buy
46,568
+73
+0.2% +$6.48K 3.06% 11
2022
Q4 		$4.12M Buy
+46,495
New +$3.97M 3.08% 11

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

Hassell Wealth Management's ITOT Position: Q2 2026 in Review

Hassell Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q2 2026, buying an estimated $12.2K and bringing the position to 42,227 shares worth $6.91M. The position accounts for 2.12% of the portfolio, ranked #12.

Hassell Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.98M in Q4 2024. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Hassell Wealth Management held 42,227 shares of iShares Core S&P Total US Stock Market ETF worth $6.91M as of Q2 2026.
  • Hassell Wealth Management bought 77 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Core S&P Total US Stock Market ETF made up 2.12% of Hassell Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Hassell Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Hassell Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $6.98M in Q4 2024.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.