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

Hemington 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
2025 Q3	$1.65M	Hold	11,359	–	–	0.22%	38
2025 Q2	$1.53M	Hold	11,359	–	–	0.22%	37
2025 Q1	$1.39M	Sell	11,359 -44	-0.4%	-$5.67K	0.21%	37
2024 Q4	$1.47M	Hold	11,403	–	–	0.37%	35
2024 Q3	$1.42M	Hold	11,403	–	–	0.38%	34
2024 Q2	$1.35M	Hold	11,403	–	–	0.46%	35
2024 Q1	$1.31M	Sell	11,403 -10,606	-48%	-$1.16M	0.48%	33
2023 Q4	$2.32M	Hold	22,009	–	–	0.89%	21
2023 Q3	$2.07M	Hold	22,009	–	–	0.99%	19
2023 Q2	$2.15M	Hold	22,009	–	–	0.87%	22
2023 Q1	$1.99M	Hold	22,009	–	–	0.8%	19
2022 Q4	$1.87M	Sell	22,009 -307	-1%	-$26.2K	0.8%	19
2022 Q3	$1.77M	Hold	22,316	–	–	0.77%	21
2022 Q2	$1.87M	Sell	22,316 -8	-0%	-$729	0.74%	22
2022 Q1	$2.25M	Sell	22,324 -5,666	-20%	-$565K	0.76%	20
2021 Q4	$2.41M	Buy	27,990 +5,778	+26%	+$604K	1.12%	14
2021 Q3	$2.19M	Sell	22,212 -552	-2%	-$55.8K	0.8%	18
2021 Q2	$2.25M	Sell	22,764 -5,168	-19%	-$497K	0.96%	17
2021 Q1	$2.56M	Sell	27,932 -58	-0.2%	-$5.2K	1.09%	13
2020 Q4	$2.41M	Buy	+27,990	New	+$2.27M	1.12%	14

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

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

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

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

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

FPAS

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

Hemington Wealth Management's ITOT Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 11,359 shares worth $1.65M. The position accounts for 0.22% of the portfolio, ranked #38.

Hemington Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.56M in Q1 2021. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Hemington Wealth Management held 11,359 shares of iShares Core S&P Total US Stock Market ETF worth $1.65M as of Q3 2025.
Hemington Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
iShares Core S&P Total US Stock Market ETF made up 0.22% of Hemington Wealth Management's portfolio in Q3 2025, its #38 holding.
Hemington Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.56M in Q1 2021.
1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.