HBW
ITOT icon

Hazlett, Burt & Watson’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hazlett, Burt & Watson’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 		$4K Hold
30
– – ﹤0.01% 803
2025
Q4 		$4K Hold
30
– – ﹤0.01% 810
2025
Q3 		$4K Sell
30
-71
-70% -$9.96K ﹤0.01% 759
2025
Q2 		$14K Sell
101
-2,088
-95% -$261K 0.01% 541
2025
Q1 		$267K Buy
2,189
+284
+15% +$36.6K 0.12% 160
2024
Q4 		$244K Buy
1,905
+481
+34% +$62.3K 0.11% 175
2024
Q3 		$181K Buy
1,424
+127
+10% +$15.4K 0.08% 214
2024
Q2 		$153K Sell
1,297
-32
-2% -$3.67K 0.08% 213
2024
Q1 		$152K Buy
1,329
+472
+55% +$51.8K 0.09% 194
2023
Q4 		$90K Buy
857
+488
+132% +$47.8K 0.06% 231
2023
Q3 		$36K Buy
+369
New +$36.3K 0.03% 344
2023
Q2 		– Sell
-10
Closed -$1K – 693
2023
Q1 		$1K Sell
10
-394
-98% -$35K ﹤0.01% 594
2022
Q4 		$34K Buy
404
+2
+0.5% +$171 0.03% 317
2022
Q3 		$32K Buy
402
+190
+90% +$16.8K 0.03% 312
2022
Q2 		$18K Hold
212
– – 0.02% 391
2022
Q1 		$21K Buy
+212
New +$21.1K 0.02% 388

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

Hazlett, Burt & Watson's ITOT Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Hazlett, Burt & Watson first reported a position in ITOT in Q1 2022 and has held it in 16 quarters since. The position peaked at $267K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Hazlett, Burt & Watson held 30 shares of iShares Core S&P Total US Stock Market ETF worth $4K as of Q1 2026.
  • Hazlett, Burt & Watson left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #803 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 16 quarters since.
  • Hazlett, Burt & Watson's iShares Core S&P Total US Stock Market ETF position peaked at $267K in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.