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

Heritage Wealth Advisors’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	$40.1M	Sell	244,091 -13,721	-5%	-$2.18M	1.38%	18
2026 Q1	$36.7M	Sell	257,812 -152	-0.1%	-$22.6K	1.43%	19
2025 Q4	$38.4M	Hold	257,964	–	–	1.46%	21
2025 Q3	$37.6M	Sell	257,964 -364	-0.1%	-$51K	1.64%	23
2025 Q2	$34.9M	Sell	258,328 -269,357	-51%	-$33.6M	1.66%	22
2025 Q1	$64.4M	Sell	527,685 -1,594	-0.3%	-$205K	3.26%	5
2024 Q4	$68.1M	Sell	529,279 -3,542	-0.7%	-$459K	3.38%	4
2024 Q3	$66.9M	Sell	532,821 -751	-0.1%	-$90.9K	3.14%	4
2024 Q2	$63.4M	Sell	533,572 -1,631	-0.3%	-$187K	2.86%	5
2024 Q1	$61.7M	Sell	535,203 -481	-0.1%	-$52.8K	2.82%	5
2023 Q4	$56.4M	Sell	535,684 -12,075	-2%	-$1.18M	2.8%	5
2023 Q3	$51.6M	Sell	547,759 -24,146	-4%	-$2.37M	2.81%	5
2023 Q2	$56M	Sell	571,905 -226	-0%	-$20.9K	2.96%	5
2023 Q1	$51.8M	Sell	572,131 -41,911	-7%	-$3.72M	2.89%	5
2022 Q4	$52.1M	Sell	614,042 -7,303	-1%	-$623K	3.02%	4
2022 Q3	$49.4M	Sell	621,345 -69,535	-10%	-$6.15M	3.59%	3
2022 Q2	$57.9M	Sell	690,880 -568	-0.1%	-$51.8K	4.02%	3
2022 Q1	$69.8M	Sell	691,448 -119,290	-15%	-$11.9M	3.86%	3
2021 Q4	$86.7M	Sell	810,738 -1,345	-0.2%	-$141K	4.76%	3
2021 Q3	$79.9M	Sell	812,083 -4,535	-0.6%	-$459K	4.89%	3
2021 Q2	$80.6M	Sell	816,618 -5,511	-0.7%	-$530K	4.97%	3
2021 Q1	$75.3M	Sell	822,129 -8,847	-1%	-$794K	4.54%	3
2020 Q4	$71.6M	Buy	830,976 +484,552	+140%	+$39.2M	4.48%	3
2020 Q3	$26.2M	Sell	346,424 -30,953	-8%	-$2.31M	3.38%	5
2020 Q2	$26.2M	Sell	377,377 -9,435	-2%	-$617K	3.67%	5
2020 Q1	$22.1M	Buy	386,812 +366,832	+1,836%	+$25.2M	3.97%	5
2019 Q4	$1.45M	Buy	19,980 +359	+2%	+$25K	0.19%	51
2019 Q3	$1.32M	Sell	19,621 -432	-2%	-$28.9K	0.19%	54
2019 Q2	$1.34M	Buy	20,053 +1,448	+8%	+$94.9K	0.2%	49
2019 Q1	$1.2M	Sell	18,605 -38,279	-67%	-$2.37M	0.2%	48
2018 Q4	$3.23M	Buy	56,884 +56,863	+270,776%	+$3.49M	0.63%	25
2018 Q3	$1K	Buy	+21	New	+$1.38K	﹤0.01%	370

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 Wealth Advisors's ITOT Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.3% in Q2 2026, selling an estimated $2.18M and leaving 244,091 shares worth $40.1M. The position accounts for 1.38% of the portfolio, ranked #18.

Heritage Wealth Advisors first reported a position in ITOT in Q3 2018 and has held it in 32 quarters since. The position peaked at $86.7M in Q4 2021. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Heritage Wealth Advisors held 244,091 shares of iShares Core S&P Total US Stock Market ETF worth $40.1M as of Q2 2026.
Heritage Wealth Advisors sold 13,721 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.18M.
iShares Core S&P Total US Stock Market ETF made up 1.38% of Heritage Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Heritage Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $86.7M in Q4 2021.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.