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

Heirloom Wealth Management’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 Q1	$1.62M	Buy	+11,340	New	+$1.69M	0.29%	39

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Heirloom Wealth Management's ITOT Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 11,340 shares worth $1.62M. The stake represents 0.29% of the portfolio and ranks #39 among its holdings.

1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Heirloom Wealth Management held 11,340 shares of iShares Core S&P Total US Stock Market ETF worth $1.62M as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.29% of Heirloom Wealth Management's portfolio in Q1 2026, its #39 holding.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.