HCA
ITOT icon

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

Heck Capital 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
Q2 		$22.5M Sell
137,213
-3,830
-3% -$608K 1.35% 15
2026
Q1 		$20.1M Sell
141,043
-63,736
-31% -$9.48M 1.49% 14
2025
Q4 		$30.4M Buy
204,779
+27,645
+16% +$4.08M 2.27% 10
2025
Q3 		$25.8M Sell
177,134
-3,234
-2% -$454K 2% 12
2025
Q2 		$24.4M Buy
180,368
+7,047
+4% +$879K 2.1% 12
2025
Q1 		$21.1M Sell
173,321
-1,780
-1% -$229K 2.38% 11
2024
Q4 		$22.5M Sell
175,101
-68,714
-28% -$8.9M 2.58% 8
2024
Q3 		$30.6M Buy
243,815
+125,488
+106% +$15.2M 3.53% 5
2024
Q2 		$14.1M Sell
118,327
-1,380
-1% -$158K 1.75% 11
2024
Q1 		$13.8M Sell
119,707
-1,168
-1% -$128K 2.11% 10
2023
Q4 		$12.7M Buy
120,875
+8,417
+7% +$825K 2.08% 10
2023
Q3 		$10.6M Buy
112,458
+46,266
+70% +$4.55M 1.96% 13
2023
Q2 		$6.48M Sell
66,192
-1,631
-2% -$151K 1.12% 32
2023
Q1 		$6.14M Sell
67,823
-1,817
-3% -$161K 1.18% 29
2022
Q4 		$5.91M Sell
69,640
-2,820
-4% -$241K 1.14% 29
2022
Q3 		$5.76M Sell
72,460
-2,798
-4% -$247K 1.19% 26
2022
Q2 		$6.31M Sell
75,258
-6,345
-8% -$578K 1.27% 26
2022
Q1 		$8.24M Buy
81,603
+3,836
+5% +$382K 1.49% 17
2021
Q4 		$8.32M Sell
77,767
-6,832
-8% -$714K 1.51% 16
2021
Q3 		$8.32M Buy
84,599
+1,976
+2% +$200K 1.66% 15
2021
Q2 		$8.16M Sell
82,623
-1,389
-2% -$134K 1.62% 15
2021
Q1 		$7.7M Sell
84,012
-629
-0.7% -$56.4K 1.7% 15
2020
Q4 		$7.3M Sell
84,641
-5,951
-7% -$482K 1.78% 16
2020
Q3 		$6.84M Sell
90,592
-34,610
-28% -$2.58M 1.91% 16
2020
Q2 		$8.69M Sell
125,202
-5,970
-5% -$390K 1.84% 16
2020
Q1 		$7.5M Sell
131,172
-70,383
-35% -$4.83M 2.16% 15
2019
Q4 		$14.7M Sell
201,555
-4,317
-2% -$300K 3.52% 11
2019
Q3 		$13.8M Sell
205,872
-2,732
-1% -$183K 4.25% 8
2019
Q2 		$13.9M Sell
208,604
-1,924
-0.9% -$126K 3.73% 12
2019
Q1 		$13.6M Buy
210,528
+4,157
+2% +$258K 4.06% 10
2018
Q4 		$11.7M Sell
206,371
-8,315
-4% -$511K 4.31% 7
2018
Q3 		$14.3M Sell
214,686
-1,463
-0.7% -$95.9K 4.72% 6
2018
Q2 		$13.5M Buy
216,149
+430
+0.2% +$26.7K 4.92% 6
2018
Q1 		$13M Sell
215,719
-312
-0.1% -$19.5K 5.77% 5
2017
Q4 		$13.2M Sell
216,031
-81
-0% -$4.83K 6.42% 4
2017
Q3 		$12.5M Sell
216,112
-374
-0.2% -$21.1K 6.65% 5
2017
Q2 		$12M Buy
216,486
+786
+0.4% +$43.1K 6.97% 5
2017
Q1 		$11.7M Buy
215,700
+12,881
+6% +$687K 7.18% 5
2016
Q4 		$10.4M Buy
+202,819
New +$10.1M 7.57% 5

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Heck Capital Advisors's ITOT Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q2 2026, selling an estimated $608K and leaving 137,213 shares worth $22.5M. The position accounts for 1.35% of the portfolio, ranked #15.

Heck Capital Advisors first reported a position in ITOT in Q4 2016 and has held it in 39 quarters since. The position peaked at $30.6M in Q3 2024. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Heck Capital Advisors held 137,213 shares of iShares Core S&P Total US Stock Market ETF worth $22.5M as of Q2 2026.
  • Heck Capital Advisors sold 3,830 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $608K.
  • iShares Core S&P Total US Stock Market ETF made up 1.35% of Heck Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Heck Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Heck Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $30.6M in Q3 2024.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.