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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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. 1,714 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.
1,714 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.