HIG
ITOT icon

Heritage Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Heritage Investment Group’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 		$242K Hold
1,700
– – 0.04% 111
2025
Q4 		$253K Sell
1,700
-83
-5% -$12.2K 0.04% 109
2025
Q3 		$260K Buy
1,783
+10
+0.6% +$1.4K 0.04% 99
2025
Q2 		$239K Hold
1,773
– – 0.04% 102
2025
Q1 		$216K Hold
1,773
– – 0.04% 105
2024
Q4 		$228K Hold
1,773
– – 0.04% 98
2024
Q3 		$223K Sell
1,773
-102
-5% -$12.3K 0.04% 95
2024
Q2 		$223K Sell
1,875
-131
-7% -$15K 0.05% 90
2024
Q1 		$231K Hold
2,006
– – 0.05% 95
2023
Q4 		$211K Buy
+2,006
New +$197K 0.05% 92
2023
Q1 		– Sell
-2,736
Closed -$232K – 83
2022
Q4 		$232K Buy
+2,736
New +$234K 0.07% 68

Other funds holding ITOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return