Hickory Point Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hickory Point Bank & Trust’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	$21.8M	Hold	132,700	–	–	13.22%	1
2026 Q1	$18.9M	Sell	132,700 -2,850	-2%	-$424K	12.47%	1
2025 Q4	$20.2M	Sell	135,550 -1,500	-1%	-$221K	14.62%	1
2025 Q3	$20M	Sell	137,050 -2,200	-2%	-$309K	14.92%	1
2025 Q2	$18.8M	Sell	139,250 -1,900	-1%	-$237K	15.17%	1
2025 Q1	$17.2M	Sell	141,150 -1,800	-1%	-$232K	15.14%	1
2024 Q4	$18.4M	Buy	+142,950	New	+$18.5M	16.31%	1

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Hickory Point Bank & Trust's ITOT Position: Q2 2026 in Review

Hickory Point Bank & Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 132,700 shares worth $21.8M. The position accounts for 13.22% of the portfolio, ranked #1.

Hickory Point Bank & Trust first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 908 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Hickory Point Bank & Trust held 132,700 shares of iShares Core S&P Total US Stock Market ETF worth $21.8M as of Q2 2026.
Hickory Point Bank & Trust 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 13.22% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #1 holding.
Hickory Point Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
908 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.