Heartwood Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Heartwood Wealth Advisors’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 Q3	$467K	Hold	2,809	–	–	0.04%	142
2026 Q2	$461K	Hold	2,809	–	–	0.04%	145
2026 Q1	$400K	Buy	2,809 +48	+2%	+$7.14K	0.03%	144
2025 Q4	$411K	Hold	2,761	–	–	0.04%	130
2025 Q3	$402K	Hold	2,761	–	–	0.04%	127
2025 Q2	$373K	Hold	2,761	–	–	0.04%	129
2025 Q1	$337K	Sell	2,761 -242	-8%	-$31.2K	0.04%	125
2024 Q4	$386K	Hold	3,003	–	–	0.04%	108
2024 Q3	$377K	Hold	3,003	–	–	0.04%	116
2024 Q2	$357K	Hold	3,003	–	–	0.04%	118
2024 Q1	$346K	Sell	3,003 -125	-4%	-$13.7K	0.04%	108
2023 Q4	$329K	Hold	3,128	–	–	0.04%	105
2023 Q3	$295K	Hold	3,128	–	–	0.04%	103
2023 Q2	$306K	Hold	3,128	–	–	0.04%	109
2023 Q1	$283K	Buy	+3,128	New	+$278K	0.04%	106

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Heartwood Wealth Advisors's ITOT Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 2,809 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #142.

Heartwood Wealth Advisors first reported a position in ITOT in Q1 2023 and has held it in 15 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Heartwood Wealth Advisors held 2,809 shares of iShares Core S&P Total US Stock Market ETF worth $467K as of Q3 2026.
Heartwood Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #142 holding.
Heartwood Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.