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Headland Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Headland Capital’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
2025
Q2 		– Sell
-2,623
Closed -$320K – 61
2025
Q1 		$320K Buy
2,623
+3
+0.1% +$387 0.11% 36
2024
Q4 		$337K Buy
+2,620
New +$339K 0.12% 33

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Headland Capital's ITOT Position: Q2 2025 in Review

Headland Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 2,623 shares — an estimated $320K sold.

Headland Capital first reported a position in ITOT in Q4 2024 and held it in 2 quarters. The position peaked at $337K in Q4 2024. 1,472 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Headland Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Headland Capital sold 2,623 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $320K.
  • Headland Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Headland Capital's iShares Core S&P Total US Stock Market ETF position peaked at $337K in Q4 2024.
  • 1,472 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Headland Capital's 13F filing for Q2 2025, filed 22 Jul 2025.