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HM Payson & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-28
Closed -$3.39K – 1026
2025
Q1 		$3.39K Hold
28
– – ﹤0.01% 932
2024
Q4 		$3.57K Buy
+28
New +$3.63K ﹤0.01% 923
2018
Q1 		– Sell
-3,493
Closed -$214K – 347
2017
Q4 		$214K Hold
3,493
– – 0.01% 331
2017
Q3 		$201K Buy
+3,493
New +$197K 0.01% 317

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HM Payson & Co's ITOT Position: Q2 2025 in Review

HM Payson & Co sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 28 shares — an estimated $3.39K sold.

HM Payson & Co first reported a position in ITOT in Q3 2017 and held it in 4 quarters. The position peaked at $214K in Q4 2017. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • HM Payson & Co reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 28 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $3.39K.
  • HM Payson & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 4 quarters.
  • HM Payson & Co's iShares Core S&P Total US Stock Market ETF position peaked at $214K in Q4 2017.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.