HWM
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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
Q2 		– Sell
-11,340
Closed -$1.62M – 74
2026
Q1 		$1.62M Buy
+11,340
New +$1.69M 0.29% 39

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

Heirloom Wealth Management's ITOT Position: Q2 2026 in Review

Heirloom Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 11,340 shares — an estimated $1.62M sold.

Heirloom Wealth Management first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $1.62M in Q1 2026. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 11,340 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.62M.
  • Heirloom Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.62M in Q1 2026.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.