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 Q2	$279K	Hold	1,700	–	–	0.04%	108
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Heritage Investment Group's ITOT Position: Q2 2026 in Review

Heritage Investment Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,700 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #108.

Heritage Investment Group first reported a position in ITOT in Q4 2022 and has held it in 12 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Heritage Investment Group held 1,700 shares of iShares Core S&P Total US Stock Market ETF worth $279K as of Q2 2026.
Heritage Investment Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Heritage Investment Group's portfolio in Q2 2026, its #108 holding.
Heritage Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 12 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.