HWA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Heritage Wealth Advisors's ITOT Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q1 2026, selling an estimated $22.6K and leaving 257,812 shares worth $36.7M. The position accounts for 1.43% of the portfolio, ranked #19.

Heritage Wealth Advisors first reported a position in ITOT in Q3 2018 and has held it in 31 quarters since. The position peaked at $86.7M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Heritage Wealth Advisors held 257,812 shares of iShares Core S&P Total US Stock Market ETF worth $36.7M as of Q1 2026.
  • Heritage Wealth Advisors sold 152 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $22.6K.
  • iShares Core S&P Total US Stock Market ETF made up 1.43% of Heritage Wealth Advisors's portfolio in Q1 2026, its #19 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 31 quarters since.
  • Heritage Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $86.7M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.