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HeadInvest LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HeadInvest LLC’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 		$363K Hold
2,210
– – 0.07% 169
2026
Q1 		$315K Buy
2,210
+13
+0.6% +$1.93K 0.06% 178
2025
Q4 		$327K Buy
2,197
+21
+1% +$3.1K 0.07% 173
2025
Q3 		$317K Buy
2,176
+57
+3% +$7.99K 0.07% 177
2025
Q2 		$286K Hold
2,119
– – 0.06% 185
2025
Q1 		$259K Buy
2,119
+97
+5% +$12.5K 0.05% 204
2024
Q4 		$260K Buy
2,022
+113
+6% +$14.6K 0.05% 203
2024
Q3 		$240K Buy
1,909
+14
+0.7% +$1.7K 0.04% 216
2024
Q2 		$225K Buy
1,895
+48
+3% +$5.51K 0.04% 212
2024
Q1 		$213K Buy
+1,847
New +$203K 0.04% 226
2023
Q4 		– Sell
-1,735
Closed -$163K – 451
2023
Q3 		$163K Buy
+1,735
New +$170K 0.04% 237

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

HeadInvest LLC's ITOT Position: Q2 2026 in Review

HeadInvest LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,210 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #169.

HeadInvest LLC first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • HeadInvest LLC held 2,210 shares of iShares Core S&P Total US Stock Market ETF worth $363K as of Q2 2026.
  • HeadInvest LLC left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of HeadInvest LLC's portfolio in Q2 2026, its #169 holding.
  • HeadInvest LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.