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

HHM 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	$538K	Buy	3,277 +1,931	+143%	+$306K	0.05%	123
2026 Q1	$192K	Hold	1,346	–	–	0.02%	197
2025 Q4	$200K	Sell	1,346 -3,385	-72%	-$500K	0.02%	195
2025 Q3	$689K	Hold	4,731	–	–	0.08%	91
2025 Q2	$639K	Buy	4,731 +4,335	+1,095%	+$541K	0.08%	94
2025 Q1	$48.3K	Hold	396	–	–	0.01%	369
2024 Q4	$50.9K	Hold	396	–	–	0.01%	346
2024 Q3	$49.7K	Hold	396	–	–	0.01%	344
2024 Q2	$47K	Hold	396	–	–	0.01%	350
2024 Q1	$45.7K	Hold	396	–	–	0.01%	311
2023 Q4	$41.7K	Hold	396	–	–	0.01%	315
2023 Q3	$37.3K	Hold	396	–	–	0.01%	313
2023 Q2	$38.7K	Hold	396	–	–	0.01%	324
2023 Q1	$35.9K	Hold	396	–	–	0.01%	317
2022 Q4	$33.6K	Hold	396	–	–	0.01%	293
2022 Q3	$31K	Hold	396	–	–	0.01%	293
2022 Q2	$33K	Hold	396	–	–	0.01%	337
2022 Q1	$40K	Hold	396	–	–	0.01%	341
2021 Q4	$42K	Sell	396 -720	-65%	-$75.3K	0.01%	331
2021 Q3	$110K	Buy	1,116 +45	+4%	+$4.55K	0.03%	195
2021 Q2	$106K	Buy	1,071 +88	+9%	+$8.46K	0.03%	197
2021 Q1	$90K	Buy	983 +587	+148%	+$52.6K	0.03%	201
2020 Q4	$34K	Hold	396	–	–	0.01%	299
2020 Q3	$30K	Hold	396	–	–	0.01%	278
2020 Q2	$27K	Hold	396	–	–	0.01%	281
2020 Q1	$23K	Buy	+396	New	+$27.2K	0.01%	285

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

HHM Wealth Advisors's ITOT Position: Q2 2026 in Review

HHM Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 143% in Q2 2026, buying an estimated $306K and bringing the position to 3,277 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #123.

HHM Wealth Advisors first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $689K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

HHM Wealth Advisors held 3,277 shares of iShares Core S&P Total US Stock Market ETF worth $538K as of Q2 2026.
HHM Wealth Advisors bought 1,931 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $306K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #123 holding.
HHM Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $689K in Q3 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.