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

HMV 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	$15.2M	Sell	92,827 -4,937	-5%	-$784K	5.94%	5
2026 Q1	$13.9M	Buy	97,764 +9,603	+11%	+$1.43M	6.54%	3
2025 Q4	$13.1M	Buy	88,161 +21,670	+33%	+$3.2M	6.56%	4
2025 Q3	$9.68M	Buy	66,491 +15,755	+31%	+$2.21M	5.33%	7
2025 Q2	$6.85M	Buy	50,736 +14,300	+39%	+$1.78M	4.49%	6
2025 Q1	$4.45M	Buy	36,436 +16,486	+83%	+$2.12M	3.53%	9
2024 Q4	$2.57M	Buy	+19,950	New	+$2.58M	2.57%	13

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

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

HMV Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q2 2026, selling an estimated $784K and leaving 92,827 shares worth $15.2M. The position accounts for 5.94% of the portfolio, ranked #5.

HMV Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

HMV Wealth Advisors held 92,827 shares of iShares Core S&P Total US Stock Market ETF worth $15.2M as of Q2 2026.
HMV Wealth Advisors sold 4,937 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $784K.
iShares Core S&P Total US Stock Market ETF made up 5.94% of HMV Wealth Advisors's portfolio in Q2 2026, its #5 holding.
HMV Wealth Advisors 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.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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