HBE Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
HBE Wealth Management's ITOT Position: Q2 2026 in Review
HBE Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q2 2026, buying an estimated $2M and bringing the position to 91,194 shares worth $15M. The position accounts for 10.76% of the portfolio, ranked #2.
HBE Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- HBE Wealth Management held 91,194 shares of iShares Core S&P Total US Stock Market ETF worth $15M as of Q2 2026.
- HBE Wealth Management bought 12,618 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2M.
- iShares Core S&P Total US Stock Market ETF made up 10.76% of HBE Wealth Management's portfolio in Q2 2026, its #2 holding.
- HBE Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.