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

Heritage Wealth Architects’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 		– Sell
-1,623
Closed -$219K – 57
2025
Q2 		$219K Buy
+1,623
New +$203K 0.16% 47

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Heritage Wealth Architects's ITOT Position: Q3 2025 in Review

Heritage Wealth Architects sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 1,623 shares — an estimated $219K sold.

Heritage Wealth Architects first reported a position in ITOT in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Heritage Wealth Architects reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Architects sold 1,623 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $219K.
  • Heritage Wealth Architects first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's iShares Core S&P Total US Stock Market ETF position peaked at $219K in Q2 2025.
  • 1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Heritage Wealth Architects's 13F filing for Q3 2025, filed 2 Oct 2025.