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

HB 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 		$164M Sell
998,509
-3,791
-0.4% -$602K 0.92% 19
2026
Q1 		$143M Sell
1,002,300
-18,378
-2% -$2.73M 0.92% 18
2025
Q4 		$152M Buy
1,020,678
+336
+0% +$49.6K 0.98% 16
2025
Q3 		$149M Buy
1,020,342
+45,392
+5% +$6.37M 1.01% 16
2025
Q2 		$132M Buy
974,950
+13,466
+1% +$1.68M 1.05% 16
2025
Q1 		$117M Buy
961,484
+7,785
+0.8% +$1M 0.98% 15
2024
Q4 		$123M Sell
953,699
-2,436
-0.3% -$315K 1.25% 14
2024
Q3 		$120M Sell
956,135
-20,526
-2% -$2.49M 1.29% 13
2024
Q2 		$116M Buy
976,661
+153,835
+19% +$17.7M 1.35% 13
2024
Q1 		$94.9M Buy
822,826
+3,464
+0.4% +$380K 1.19% 13
2023
Q4 		$86.2M Sell
819,362
-3,372
-0.4% -$330K 1.24% 13
2023
Q3 		$77.5M Sell
822,734
-19,594
-2% -$1.93M 1.25% 14
2023
Q2 		$82.4M Buy
842,328
+2,339
+0.3% +$216K 1.32% 13
2023
Q1 		$76.1M Sell
839,989
-32,157
-4% -$2.85M 1.32% 13
2022
Q4 		$74M Buy
872,146
+58,571
+7% +$5M 1.35% 13
2022
Q3 		$64.7M Buy
813,575
+137,979
+20% +$12.2M 1.38% 12
2022
Q2 		$56.6M Buy
675,596
+23,415
+4% +$2.13M 1.16% 13
2022
Q1 		$65.8M Buy
652,181
+1,102
+0.2% +$110K 1.22% 13
2021
Q4 		$69.7M Buy
+651,079
New +$68.1M 1.4% 13

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

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

HB Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.38% in Q2 2026, selling an estimated $602K and leaving 998,509 shares worth $164M. The position accounts for 0.92% of the portfolio, ranked #19.

HB Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • HB Wealth Management held 998,509 shares of iShares Core S&P Total US Stock Market ETF worth $164M as of Q2 2026.
  • HB Wealth Management sold 3,791 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $602K.
  • iShares Core S&P Total US Stock Market ETF made up 0.92% of HB Wealth Management's portfolio in Q2 2026, its #19 holding.
  • HB Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.